Quotient Wealth Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.
Quotient Wealth Partners reports 2,355 clients. They include 1,186 individual clients, 1,168 high-net-worth individuals and 1 corporate or other business client. Of its assets, 99.2% ($4.87B across 7,987 accounts) are managed with discretion; $39.9M across 101 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 50% | 18% |
| High-net-worth individuals | 50% | 82% |
| Corporations and other businesses | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 1,186 | $870M | 17.7% | $734K |
| High-net-worth individuals | 1,168 | $4.04B | 82.3% | $3.46M |
| Corporations and other businesses | Fewer than 5 | $1M | 0.0% | $1M |
| Total | 2,355 | $4.91B | 100% | — |
- Clients
- 1,186
- Regulatory AUM
- $870M
- AUM share
- 17.7%
- Avg. per client
- $734K
- Clients
- 1,168
- Regulatory AUM
- $4.04B
- AUM share
- 82.3%
- Avg. per client
- $3.46M
- Clients
- Fewer than 5
- Regulatory AUM
- $1M
- AUM share
- 0.0%
- Avg. per client
- $1M
Total
- Clients
- 2,355
- Regulatory AUM
- $4.91B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Quotient Wealth Partners charges 0.55%–1.25% a year for its Wealth Management Fees. The fee is billed in advance and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting
- Stand-alone financial planning and consulting is a fixed fee of $2,500 to $25,000, negotiable by scope and professional.
- Retirement Plan Consulting
- Retirement plan consulting is a fixed project-based fee, individually negotiated for each plan sponsor.
Quotient Wealth Intermediate Holdings, LLC owns 75% or more of Quotient Wealth Partners and is in turn owned by Sarhlr Inc. (25–50%) and Mkbzep Corp. (25–50%). The leadership team of Quotient Wealth Partners includes Chief Investment Officer Timothy Harder and Chief Compliance Officer Jeffrey Ramsey. It has 60 employees, 29 of them in advisory roles.
Leadership
- Jeffrey RamseyDirector of Operations, Chief Compliance Officer
- Jonathan BlumenthalManaging Member
- Timothy HarderManaging Member and Chief Investment Officer
- Brandon RossManaging Member
Investment adviser representatives
36 representatives listed in the SEC register as of 9 October 2026.
- Sean Michael Alford
- Lucas Baker
- Matthew Aaron Bennett
- Jonathan Adam Blumenthal
- Aidan James Bonner
- Lauren Taylor Britt
- Joseph Thomas Calhoun
- Craig Steven Damico
- Brady Christopher Davis
- Jared Thomas Davis
- Matthew Taylor Davis
- Colin Sam Faulk
- Bruce Francis Fitzsimmons
- Matthew Randall Frost
- William Warren Geist
- Carlos Garrett Guidotti
- Gretchen Opal Harder
- Timothy Russell Harder
- Markham Ray Hawkins
- Larry Dale Jackson
- Aidan Fox Jahnke
- Tyler Dakota Divyesh Kumar
- Christopher Richard Mohring
- Chase Matthew Moody
- Ross Austin Morrow
- James Matthew Rich
- Brandon M Ross
- Zachary Donald Rumpke
- Jeffrey Michael Severe
- Shai Matthew Spiegel Brown
- John Lucas Vaclavik
- Andrew Taylor Wagner
- James Edward Warburton
- Brian R Weatherly
- Katherine Whittelsey
- Kevin John Wilson
Staff
- 60 employees
- 29 in advisory functions
- 29 state-registered reps
- 4 insurance agents
- 1 soliciting firm
- Owns 75% or more of Quotient Wealth Partners, LLC
Quotient Wealth Intermediate Holdings, LLC
Control person · since September 2025
- Owns 25% to 50% of Quotient Wealth Intermediate Holdings, LLC
Sarhlr Inc.
Control person · since September 2025
- Owns 75% or more of Sarhlr Inc.
Brandon Ross
Control person · since September 2023
- Owns 25% to 50% of Quotient Wealth Intermediate Holdings, LLC
Mkbzep Corp.
Control person · since September 2025
- Owns 75% or more of Mkbzep Corp.
Jonathan Blumenthal
Control person · since September 2023
Quotient Wealth Partners’ regulatory assets grew 1.6× from $3.12B (March 2024) to $4.91B (September 2026); clients rose from 1,792 to 2,355 and employees from 39 to 60.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| September 2026 | $4.91B | 2,355 | 60 | 6 |
| March 2025 | $3.54B | 1,901 | 51 | 5 |
| March 2024 | $3.12B | 1,792 | 39 | 4 |
Besides its headquarters, Quotient Wealth Partners has 5 offices, with 6 listed addresses across 4 states.
Texas · 3 listed addresses
- 5430 LBJ Freeway, Suite 1150, DallasHQ
- 1980 Post Oak BLVD, Houston
- 2806 W Bitters Road, San Antonio
California · 1 listed address
- 2121 N California BLVD, Walnut Creek
Colorado · 1 listed address
- 8744 Kendrick Castillo Way, Highlands Ranch
New Jersey · 1 listed address
- 44 Whippany RD, Morristown
Contact and registration details
- Legal name
- Quotient Wealth Partners, LLC
- Headquarters
- 5430 LBJ Freeway, Suite 1150, Dallas, TX 75240
- Website
- quotientwealth.com
- Phone
- 469-912-2522
- SEC file
- 801-128380
- Structure
- Delaware LLC
- Fiscal year end
- December
Quotient Wealth Partners uses Fidelity ($4.43B) as custodian for its separately managed accounts. Quotient Wealth Partners has custody of $117M in client assets for 119 clients.
- FidelityNational Financial Services LLC · Westlake, TX · $4.43B100%
At year end, Quotient Wealth Partners’ separately managed accounts were mostly in funds (83%) and stocks (10%). Its reported 13F holdings for the quarter ended 31 March 2026 total $3.8B across 377 positions; the largest are iShares TR (13.6%), SPDR Ser TR (9.5%) and Fidelity Merrimack Str TR (7.8%).
What the accounts hold
- Stocks10%
- Funds83%
- Bonds3%
- Investment grade corporate bonds2%
- State and local bonds1%
- Cash4%
Reported 13F holdings
- $3.8B
- Reported 13F value
- 377
- Positions
- 66.5%
- In the 10 largest
- —
- Value vs. prior quarter
- iShares TR · Core S&P500 ETF13.6%
- SPDR Ser TR · Prtflo S&P500 GW9.5%
- Fidelity Merrimack Str TR · Total BD ETF7.8%
- Blackrock ETF Trust II · Flexible Income7.6%
- iShares TR · Core MSCI Eafe6.1%
- SPDR Ser TR · Prtflo S&P500 VL5.7%
- iShares TR · Core US Aggbd ET4.9%
- iShares TR · Mbs ETF4.1%
- iShares TR · Hdg MSCI Eafe3.8%
- iShares Inc. · Core MSCI Emkt3.4%
Together, the ten largest are 66.5% of reported value.
How many clients does Quotient Wealth Partners have?
Quotient Wealth Partners has 2,355 clients and manages $4.91 billion for them, as of September 2026. They include 1,186 individual clients, 1,168 high-net-worth individuals and 1 corporate or other business client.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 29 September 2026
What services does Quotient Wealth Partners offer?
Quotient Wealth Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Quotient Wealth Partners charge?
Quotient Wealth Partners charges 0.55%–1.25% a year for its Wealth Management Fees. The fee is billed in advance and is negotiable.
Source: DISCLOSURE BROCHURE FOR QUOTIENT WEALTH PARTNERS, LLC, filed 29 September 2026
Which custodians does Quotient Wealth Partners use?
Quotient Wealth Partners’ separately managed account assets are held at National Financial Services LLC (Westlake, TX), with $4.43B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 29 September 2026
How many financial advisors does Quotient Wealth Partners have?
Quotient Wealth Partners has 29 investment adviser representatives registered with state securities authorities, out of 60 employees, and 29 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 4 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Quotient Wealth Partners invest in?
At the end of its last fiscal year, Quotient Wealth Partners’ separately managed accounts held 83% registered funds (mutual funds, ETFs, BDCs), 10% exchange-traded equities, 4% cash and equivalents, 2% investment grade corporate bonds and 1% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Quotient Wealth Partners?
Quotient Wealth Partners is owned through a chain of holding companies by Brandon Ross and Jonathan Blumenthal. Its direct owner is Quotient Wealth Intermediate Holdings, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 29 September 2026
How does Quotient Wealth Partners get paid?
Quotient Wealth Partners is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Quotient Wealth Partners registered with the SEC?
Yes, Quotient Wealth Partners has been registered with the SEC as an investment adviser since 24 August 2023. Its CRD number is 326819 and its SEC file number is 801-128380.
Source: Form ADV Part 1A, Item 1, filed 29 September 2026; IAPD firm record
How do I contact Quotient Wealth Partners?
Quotient Wealth Partners’ main office is at 5430 LBJ Freeway, Suite 1150, Dallas, TX 75240. Its phone number is 469-912-2522. Its website is quotientwealth.com.