Quotient Wealth Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Dallas, TX. Its latest Form ADV filing, dated April 29, 2026, reports $4.6B in regulatory assets under management, 60 employees, 5 offices, and 7,720 accounts.
Assets Under Management
$4.6B
Employees
60
Offices
5 offices
Total Clients
2,251
Primary office
DALLAS, TX
5430 LBJ FREEWAY, SUITE 1150, DALLAS, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 51.1% of total clients.
Top client categories% of clientsClients
1
HNWI
51.1%
1,151
2
Individuals
48.8%
1,099
Additional categories (<0.1%)
Corporations<5 clients
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$4.6Bas of April 29, 2026
Discretionary99.1%
$4.6B
99% of total RAUM99.1%
Non-discretionary0.9%
$39M
1% of total RAUM0.9%
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$4.6B
Total Accounts7,720
10Y AUM Change+$4.6B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees60
Clients per Employee38:1
10Y Employee Change+59 (+5900.0%)
* 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.