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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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Quotient Wealth Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Quotient Wealth Partners invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Quotient Wealth Partners?","answer":"Quotient Wealth Partners is owned through a chain of holding companies by Brandon Ross and Jonathan Blumenthal. 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