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CONSTELLATION WEALTH ADVISORS

CINCINNATI, OH · CRD 147253 · IAPD ↗ · quadrantwealth.com · 513-871-5500

$5.40BRegulatory AUM
20Advisory reps
26Employees
9Clients
101-250Planning clients
4Private funds
13States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2025 — CONSTELLATION WEALTH ADVISORS notice-filed in TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
49
April 2024 — CONSTELLATION WEALTH ADVISORS notice-filed in NC, SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
April 2024 — CONSTELLATION WEALTH ADVISORS reported RAUM up 28% ($3.05B -> $3.90B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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