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QUINN WEALTH ADVISORS

CHADDS FORD, PA · CRD 166144 · IAPD ↗ · quinnwealthadvisors.com · 484-482-8201

$52.0MRegulatory AUM
1Advisory reps
1Employees
0Clients
1-10Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
April 2025 — QUINN WEALTH ADVISORS (CHADDS FORD, PA) left the SEC roster (was $52.0M RAUM, 1 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

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