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QUOTIENT WEALTH PARTNERS, LLC

DALLAS, TX · CRD 326819 · IAPD ↗ · (469) 912-2522

$4.91BRegulatory AUM
29Advisory reps
60Employees
0Clients
0Planning clients
0Private funds
35States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

49
October 2026 — QUOTIENT WEALTH PARTNERS, LLC notice-filed in IL, MI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
May 2026 — QUOTIENT WEALTH PARTNERS, LLC added office(s): 4 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
April 2026 — QUOTIENT WEALTH PARTNERS, LLC notice-filed in GA, ID, IN, MN, MO, NV, OR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
April 2025 — QUOTIENT WEALTH PARTNERS, LLC notice-filed in ME.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
75
April 2025 — QUOTIENT WEALTH PARTNERS, LLC grew from 21 to 26 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
50
December 2024 — QUOTIENT WEALTH PARTNERS, LLC moved its main office from IRVING, TX to DALLAS, TX.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
55
December 2024 — QUOTIENT WEALTH PARTNERS, LLC added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
September 2024 — QUOTIENT WEALTH PARTNERS, LLC notice-filed in AL, AR, AZ, LA, MT, NE, NH, NM, OH, PA, TN, UT, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
April 2024 — QUOTIENT WEALTH PARTNERS, LLC moved its main office from HOUSTON, TX to IRVING, TX.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
55
April 2024 — QUOTIENT WEALTH PARTNERS, LLC added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
74
April 2024 — QUOTIENT WEALTH PARTNERS, LLC grew from 17 to 21 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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