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Quotient Wealth Partners, LLC

● SEC registered since 2023CRD 326819SEC# 801-128380Dallas, TX
Export (members)
Reg. AUM
$3.54B
Employees
51
Accounts
6,412
Location
Dallas, TX

Quotient Wealth Partners, LLC assets under management

Quotient Wealth Partners, LLC is a registered investment adviser overseen by the SEC based in Dallas, TX. The firm has been registered since 2023. It reports $3.5 billion in regulatory assets under management and employs 51 people.

Quotient Wealth Partners, LLC owners & executives

10 reported
NameTitleOwnershipSince
Brandon M Ross ControlManaging MemberUnder 5%2023
Gohgeh Inc. ControlMember10-25%2023
Jeffrey E Ramsey ControlDirector Of Operations, Chief Compliance OfficerUnder 5%2025
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Frequently asked questions

How much does Quotient Wealth Partners, LLC manage?

Quotient Wealth Partners, LLC reports $3.5 billion in regulatory assets under management on its Form ADV.

How many employees does Quotient Wealth Partners, LLC have?

Quotient Wealth Partners, LLC reports 51 employees.

Where is Quotient Wealth Partners, LLC located?

Quotient Wealth Partners, LLC is based in Dallas, TX and has been SEC-registered since 2023.

Does Quotient Wealth Partners, LLC disclose fund performance?

Quotient Wealth Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address5430 Lbj Freeway, Suite 1150, Dallas, TX 75240
Phone(469) 912-2522
Office hours9a.m. - 5p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$3.5B
Non-discretionary$37.7M
Total (RAUM)$3.54B