Quotient Wealth Partners, Llc
SEC-registered
Wealth Manager · Mid-sized ($1B–$10B)
CRD 326819
· SEC file 801-128380
· Dallas, TX
· twitter.com
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ADV data as of Apr 29, 2026
- Regulatory AUM
- $4.6B
- Discretionary
- $4.6B
- Clients
- 2,251
- Avg AUM / client
- $2.0M
- Accounts
- 7,720
- Employees
- 60
AUM over time
$0
$4.6B
Jun 2023
Dec 2025
Annual snapshots from Form ADV filings · as of Apr 29, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,099 | $742M | 16.1% |
| High net worth individuals | 1,151 | $3.9B | 83.9% |
| Corporations and other businesses | 1 | $1.0M | 0.02% |
People (33)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brandon M Ross | Manager | Sep 2023 (3y) | ≈ 18.75% – 50% via Sarhlr Inc. | |
| Jonathan Adam Blumenthal | Manager | Sep 2023 (3y) | ≈ 18.75% – 50% via Mkbzep Corp. | |
| Timothy Russell Harder | Manager | Sep 2023 (3y) | ≈ 7.5% – 25% via Gohgeh Inc. | |
| Andrew Taylor Wagner | Registered representative | CFP | Sep 2023 (3y) | |
| Christopher Richard Mohring | Registered representative | CFP | Sep 2023 (3y) | |
| James Edward Warburton | Registered representative | CFP | Sep 2023 (3y) | |
| Jared Thomas Davis | Registered representative | Sep 2023 (3y) | ||
| Jeffrey Michael Severe | Registered representative | Sep 2023 (3y) | ||
| Joseph Thomas Calhoun | Registered representative | CFP | Sep 2023 (3y) | |
| Kevin John Wilson | Registered representative | Sep 2023 (3y) | ||
| Markham Ray Hawkins | Registered representative | Sep 2023 (3y) | ||
| Matthew Aaron Bennett | Registered representative | CFP | Sep 2023 (3y) | |
| Matthew Taylor Davis | Registered representative | CFP | Sep 2023 (3y) | |
| Larry Dale Jackson | Registered representative | Sep 2023 (3y) | ||
| Bruce Francis Fitzsimmons | Registered representative | Sep 2023 (3y) | ||
| Brian R Weatherly | Registered representative | CFP | Sep 2023 (3y) | |
| Carlos Garrett Guidotti | Registered representative | Jan 2024 (3y) | ||
| Lucas Baker | Registered representative | Jan 2024 (3y) | ||
| Colin Sam Faulk | Registered representative | CFP | May 2024 (2y) | |
| Lauren Taylor Britt | Registered representative | Aug 2024 (2y) | ||
| Matthew Randall Frost | Registered representative | CFP | Aug 2024 (2y) | |
| John Lucas Vaclavik | Registered representative | CFP | Nov 2024 (2y) | |
| Shai Matthew Spiegel Brown | Registered representative | Mar 2025 (1y) | ||
| Zachary Donald Rumpke | Registered representative | May 2025 (1y) | ||
| Brady Christopher Davis | Registered representative | Jul 2025 (1y) | ||
| William Warren Geist | Registered representative | Oct 2025 (1y) | ||
| Tyler Dakota Divyesh Kumar | Registered representative | CFP | Oct 2025 (1y) | |
| James Matthew Rich | Registered representative | CFP | Jan 2026 (1y) | |
| Chase Matthew Moody | Registered representative | Feb 2026 (0y) | ||
| Katherine Whittelsey | Registered representative | Apr 2026 (0y) | ||
| Aidan Fox Jahnke | Registered representative | May 2026 (0y) | ||
| Craig Steven Damico | Registered representative | May 2026 (0y) | ||
| Gretchen Opal Harder | Registered representative | Jun 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Sarhlr Inc. | Member | Sep 2023 | A | 25% – 50% |
| Mkbzep Corp. | Member | Sep 2023 | A | 25% – 50% |
| Gohgeh Inc. | Member | Sep 2023 | A | 10% – 25% |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Brandon M Ross: 75% – 100% of Sarhlr Inc. × 25% – 50% direct ≈ 18.75% – 50% of the firm
- Jonathan Adam Blumenthal: 75% – 100% of Mkbzep Corp. × 25% – 50% direct ≈ 18.75% – 50% of the firm
- Timothy Russell Harder: 75% – 100% of Gohgeh Inc. × 10% – 25% direct ≈ 7.5% – 25% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/29/2026 | 1.14 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- National Financial Services (Fidelity) $4.3B (92% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 29, 2026.
View current Form ADV (SEC/IAPD) ↗