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Quinn Wealth Advisors, a Series of Indepen. Wealth Partners, LLC

CRD 166144SEC# 801-77437Chadds Ford, PA
Export (members)
No longer SEC-registered. Quinn Wealth Advisors, a Series of Indepen. Wealth Partners, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$52M
Employees
1
Accounts
135
Location
Chadds Ford, PA

Quinn Wealth Advisors, a Series of Indepen. Wealth Partners, LLC assets under management

Quinn Wealth Advisors, a Series of Indepen. Wealth Partners, LLC is an SEC-registered investment adviser based in Chadds Ford, PA. It reports $52 million in regulatory assets under management and employs 1 people.

Quinn Wealth Advisors, a Series of Indepen. Wealth Partners, LLC owners & executives

5 reported
NameTitleOwnershipSince
Barbara McKeon Quinn ControlSeries ManagerUnder 5%2012
Dt Investment Partners, LLC ControlLlc Manager Of Independent Wealth Partners, Llc10-25%2012
Jonathan Darrell Smith ControlSeries ManagerUnder 5%2012
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Frequently asked questions

How much does Quinn Wealth Advisors, a Series of Indepen. Wealth Partners, LLC manage?

Quinn Wealth Advisors, a Series of Indepen. Wealth Partners, LLC reports $52 million in regulatory assets under management on its Form ADV.

How many employees does Quinn Wealth Advisors, a Series of Indepen. Wealth Partners, LLC have?

Quinn Wealth Advisors, a Series of Indepen. Wealth Partners, LLC reports 1 employees.

Where is Quinn Wealth Advisors, a Series of Indepen. Wealth Partners, LLC located?

Quinn Wealth Advisors, a Series of Indepen. Wealth Partners, LLC is based in Chadds Ford, PA.

Does Quinn Wealth Advisors, a Series of Indepen. Wealth Partners, LLC disclose fund performance?

Quinn Wealth Advisors, a Series of Indepen. Wealth Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

AddressBrandywine Five, 1 Dickinson Drive, Suite 103, Chadds Ford, PA 19317
Office hours9a.m. To 5p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$51.9M
Non-discretionary$6K
Total (RAUM)$52M