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QUINCY WELLS ADVISORS, LLC

CHICAGO, IL · CRD 307477 · IAPD ↗ · 312-356-4875

$87.3MRegulatory AUM
20Advisory reps
22Employees
0Clients
1-10Planning clients
0Private funds
26States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

46
April 2026 — QUINCY WELLS ADVISORS, LLC notice-filed in SC, TN, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
April 2026 — QUINCY WELLS ADVISORS, LLC added office(s): 0 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2026 — QUINCY WELLS ADVISORS, LLC reported RAUM up 94% ($45.1M -> $87.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
February 2026 — QUINCY WELLS ADVISORS, LLC notice-filed in VI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
December 2025 — GREAT POINT ADVISORS, LLC is now doing business as QUINCY WELLS ADVISORS, LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
42
April 2025 — GREAT POINT ADVISORS, LLC notice-filed in KS.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
58
April 2025 — GREAT POINT ADVISORS, LLC reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
April 2025 — GREAT POINT ADVISORS, LLC reported RAUM up 209% ($14.6M -> $45.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
January 2025 — GREAT POINT ADVISORS, LLC notice-filed in KY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
November 2024 — GREAT POINT ADVISORS, LLC notice-filed in UT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
May 2024 — GREAT POINT ADVISORS, LLC notice-filed in PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
April 2024 — GREAT POINT ADVISORS, LLC notice-filed in AZ.
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.