CENTER VALLEY, PACRD 277044Latest ADV April 1, 2026
Quadrant Private Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Center Valley, PA. Its latest Form ADV filing, dated April 1, 2026, reports $2.1B in regulatory assets under management, 19 employees, and 3,076 accounts.
Assets Under Management
$2.1B
Employees
19
Offices
--
Total Clients
883
Primary office
CENTER VALLEY, PA
3850 SIERRA CIRCLE, STE 300, CENTER VALLEY, PA, United States
Top client segmentIndividuals represent 54.5% of total clients.
Top client categories% of clientsClients
1
Individuals
54.5%
481
2
HNWI
44.6%
394
3
Pension Plans
0.9%
8
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.1Bas of April 1, 2026
Discretionary99.9%
$2.1B
100% of total RAUM99.9%
Non-discretionary0.1%
$2M
0% of total RAUM0.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$2.1B
Total Accounts3,076
10Y AUM Change+$1.5B (+239.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees19
Clients per Employee46:1
10Y Employee Change+6 (+46.2%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.