QUINN WEALTH ADVISORS, A SERIES OF INDEPEN. WEALTH PARTNERS, LLC
Legal name: QUINN WEALTH ADVISORS
CRD #166144 SEC #801-77437 CHADDS FORD, PA 484-482-8201
SEC Registered
Total AUM
$52M
Discretionary
$51.9M
Employees
1
Clients
10
Accounts
135
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $52M | $51.9M | $6K | 1 | 0 |
| Mar 2024 | $48.4M | $48.3M | $86.3K | 1 | 0 |
| Nov 2023 | $43.5M | $42.1M | $1.4M | 1 | 0 |
| Mar 2023 | $43.5M | $42.1M | $1.4M | 1 | 0 |
| Nov 2022 | $54.3M | $54.2M | $83.2K | 1 | 0 |
| Jul 2022 | $54.3M | $54.2M | $83.2K | 1 | 0 |
| Mar 2022 | $54.3M | $54.2M | $83.2K | 1 | 0 |
| Mar 2021 | $49.4M | $49.3M | $88.2K | 1 | 0 |
| Jun 2020 | $40M | $39.9M | $77K | 1 | 0 |
| Jun 2020 | $40M | $39.9M | $77K | 1 | 0 |
| Mar 2020 | $40M | $39.9M | $77K | 1 | 0 |
| Feb 2019 | $33.4M | $33.3M | $130.2K | 1 | 0 |
| Jan 2018 | $33.5M | $33.4M | $108.8K | 1 | 0 |
| Apr 2017 | $29.4M | $29.1M | $361.7K | 1 | 26 |
| Feb 2017 | $29.4M | $29.1M | $361.7K | 1 | 26 |
| Feb 2016 | $22.3M | $22M | $311.3K | 1 | 26 |
| May 2015 | $15.2M | $15.2M | $28K | 1 | 26 |
| Feb 2015 | $15.2M | $15.2M | $28K | 1 | 26 |
| May 2014 | $9.9M | $9.9M | $19K | 1 | 26 |
| Jan 2014 | $9.9M | $9.9M | $19K | 1 | 26 |
| Mar 2013 | $0 | $0 | $0 | 1 | 0 |
| Feb 2013 | $0 | $0 | $0 | 1 | 0 |
| Dec 2012 | $0 | $0 | $0 | 1 | 0 |
| Nov 2012 | $0 | $0 | $0 | 1 | 0 |
DateFeb 2025
Total AUM$52M
Discretionary$51.9M
Non-Disc.$6K
Employees1
Clients0
DateMar 2024
Total AUM$48.4M
Discretionary$48.3M
Non-Disc.$86.3K
Employees1
Clients0
DateNov 2023
Total AUM$43.5M
Discretionary$42.1M
Non-Disc.$1.4M
Employees1
Clients0
DateMar 2023
Total AUM$43.5M
Discretionary$42.1M
Non-Disc.$1.4M
Employees1
Clients0
DateNov 2022
Total AUM$54.3M
Discretionary$54.2M
Non-Disc.$83.2K
Employees1
Clients0
DateJul 2022
Total AUM$54.3M
Discretionary$54.2M
Non-Disc.$83.2K
Employees1
Clients0
DateMar 2022
Total AUM$54.3M
Discretionary$54.2M
Non-Disc.$83.2K
Employees1
Clients0
DateMar 2021
Total AUM$49.4M
Discretionary$49.3M
Non-Disc.$88.2K
Employees1
Clients0
DateJun 2020
Total AUM$40M
Discretionary$39.9M
Non-Disc.$77K
Employees1
Clients0
DateJun 2020
Total AUM$40M
Discretionary$39.9M
Non-Disc.$77K
Employees1
Clients0
DateMar 2020
Total AUM$40M
Discretionary$39.9M
Non-Disc.$77K
Employees1
Clients0
DateFeb 2019
Total AUM$33.4M
Discretionary$33.3M
Non-Disc.$130.2K
Employees1
Clients0
DateJan 2018
Total AUM$33.5M
Discretionary$33.4M
Non-Disc.$108.8K
Employees1
Clients0
DateApr 2017
Total AUM$29.4M
Discretionary$29.1M
Non-Disc.$361.7K
Employees1
Clients26
DateFeb 2017
Total AUM$29.4M
Discretionary$29.1M
Non-Disc.$361.7K
Employees1
Clients26
DateFeb 2016
Total AUM$22.3M
Discretionary$22M
Non-Disc.$311.3K
Employees1
Clients26
DateMay 2015
Total AUM$15.2M
Discretionary$15.2M
Non-Disc.$28K
Employees1
Clients26
DateFeb 2015
Total AUM$15.2M
Discretionary$15.2M
Non-Disc.$28K
Employees1
Clients26
DateMay 2014
Total AUM$9.9M
Discretionary$9.9M
Non-Disc.$19K
Employees1
Clients26
DateJan 2014
Total AUM$9.9M
Discretionary$9.9M
Non-Disc.$19K
Employees1
Clients26
DateMar 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateFeb 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateDec 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateNov 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0