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QUOTIENT WEALTH ASSET MANAGEMENT, LLC

DALLAS, TX · CRD 336552 · IAPD ↗ · 469-912-2522

$0Regulatory AUM
4Advisory reps
4Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

45
December 2025 — QUOTIENT WEALTH ASSET MANAGEMENT is now doing business as QUOTIENT WEALTH ASSET MANAGEMENT, LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
85
August 2025 — QUOTIENT WEALTH ASSET MANAGEMENT (DALLAS, TX) is newly SEC-registered with $0 RAUM and 4 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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