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FOUR QUADRANT WEALTH ADVISORS, INC.

CARMEL, IN · CRD 130753 · IAPD ↗ · 877-441-5144

$219.0MRegulatory AUM
6Advisory reps
34Employees
0Clients
51-100Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
March 2026 — FOUR QUADRANT WEALTH ADVISORS, INC. reported RAUM up 27% ($171.8M -> $219.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
December 2025 — FOUR QUADRANT WEALTH ADVISORS, INC. notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
April 2025 — FOUR QUADRANT WEALTH ADVISORS, INC. reported RAUM up 27% ($134.9M -> $171.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
June 2024 — FOUR QUADRANT WEALTH ADVISORS, INC. notice-filed in IL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.