RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Feb 6, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
QUINN, BARBARA, MCKEONISERIES MANAGERNA Control
QUINN, BARBARA, MCKEONISERIES MANAGERNA Control
QUINN, BARBARA, MCKEONISERIES MANAGERNA Control
QUINN, BARBARA, MCKEONISERIES MANAGERNA Control
QUINN, BARBARA, MCKEONISERIES MANAGERNA Control
QUINN, BARBARA, MCKEONISERIES MANAGERNA Control
QUINN, BARBARA, MCKEONISERIES MANAGERNA Control
QUINN, BARBARA, MCKEONISERIES MANAGERNA Control
QUINN, BARBARA, MCKEONISERIES MANAGERNA Control
QUINN, BARBARA, MCKEONISERIES MANAGERNA Control
QUINN, BARBARA, MCKEONISERIES MANAGERNA Control
QUINN, BARBARA, MCKEONISERIES MANAGERNA Control
QUINN, BARBARA, MCKEONISERIES MANAGERNA Control
QUINN, BARBARA, MCKEONISERIES MANAGERNA Control
QUINN, BARBARA, MCKEONISERIES MANAGERNA Control
QUINN, BARBARA, MCKEONISERIES MANAGERNA Control
QUINN, BARBARA, MCKEONISERIES MANAGERNA Control
QUINN, BARBARA, MCKEONISERIES MANAGERNA Control
QUINN, BARBARA, MCKEONISERIES MANAGERNA Control
QUINN, BARBARA, MCKEONISERIES MANAGERNA Control
QUINN, BARBARA, MCKEONISERIES MANAGERNA Control
QUINN, BARBARA, MCKEONISERIES MANAGERNA Control
QUINN, BARBARA, MCKEONISERIES MANAGERNA Control
QUINN, BARBARA, MCKEONISERIES MANAGERNA Control
SMITH, JONATHAN, DARRELLISERIES MANAGERNA Control
SMITH, JONATHAN, DARRELLISERIES MANAGERNA Control
SMITH, JONATHAN, DARRELLISERIES MANAGERNA Control
SMITH, JONATHAN, DARRELLISERIES MANAGERNA Control
SMITH, JONATHAN, DARRELLISERIES MANAGERNA Control
SMITH, JONATHAN, DARRELLISERIES MANAGERNA Control
SMITH, JONATHAN, DARRELLISERIES MANAGERNA Control
SMITH, JONATHAN, DARRELLISERIES MANAGERNA Control
SMITH, JONATHAN, DARRELLISERIES MANAGERNA Control
SMITH, JONATHAN, DARRELLISERIES MANAGERNA Control
SMITH, JONATHAN, DARRELLISERIES MANAGERNA Control
SMITH, JONATHAN, DARRELLISERIES MANAGERNA Control
SMITH, JONATHAN, DARRELLISERIES MANAGERNA Control
SMITH, JONATHAN, DARRELLISERIES MANAGERNA Control
SMITH, JONATHAN, DARRELLISERIES MANAGERNA Control
SMITH, JONATHAN, DARRELLISERIES MANAGERNA Control
SMITH, JONATHAN, DARRELLISERIES MANAGERNA Control
SMITH, JONATHAN, DARRELLISERIES MANAGERNA Control
SMITH, JONATHAN, DARRELLISERIES MANAGERNA Control
SMITH, JONATHAN, DARRELLISERIES MANAGERNA Control
SMITH, JONATHAN, DARRELLISERIES MANAGERNA Control
SMITH, JONATHAN, DARRELLISERIES MANAGERNA Control
SMITH, JONATHAN, DARRELLISERIES MANAGERNA Control
SMITH, JONATHAN, DARRELLISERIES MANAGERNA Control
QUINN, KEVIN, CHARLESIPRESIDENT, CHIEF COMPLIANCE OFFICER, SERIES MANAGERE Control
QUINN, KEVIN, CHARLESIPRESIDENT, CHIEF COMPLIANCE OFFICER, SERIES MANAGERE Control
QUINN, KEVIN, CHARLESIPRESIDENT, CHIEF COMPLIANCE OFFICER, SERIES MANAGERE Control
QUINN, KEVIN, CHARLESIPRESIDENT, CHIEF COMPLIANCE OFFICER, SERIES MANAGERE Control
QUINN, KEVIN, CHARLESIPRESIDENT, CHIEF COMPLIANCE OFFICER, SERIES MANAGERE Control
QUINN, KEVIN, CHARLESIPRESIDENT, CHIEF COMPLIANCE OFFICER, SERIES MANAGERE Control
QUINN, KEVIN, CHARLESIPRESIDENT, CHIEF COMPLIANCE OFFICER, SERIES MANAGERE Control
QUINN, KEVIN, CHARLESIPRESIDENT, CHIEF COMPLIANCE OFFICER, SERIES MANAGERE Control
QUINN, KEVIN, CHARLESIPRESIDENT, CHIEF COMPLIANCE OFFICER, SERIES MANAGERE Control
QUINN, KEVIN, CHARLESIPRESIDENT, CHIEF COMPLIANCE OFFICER, SERIES MANAGERE Control
QUINN, KEVIN, CHARLESIPRESIDENT, CHIEF COMPLIANCE OFFICER, SERIES MANAGERE Control
QUINN, KEVIN, CHARLESIPRESIDENT, CHIEF COMPLIANCE OFFICER, SERIES MANAGERE Control
QUINN, KEVIN, CHARLESIPRESIDENT, CHIEF COMPLIANCE OFFICER, SERIES MANAGERE Control
QUINN, KEVIN, CHARLESIPRESIDENT, CHIEF COMPLIANCE OFFICER, SERIES MANAGERE Control
QUINN, KEVIN, CHARLESIPRESIDENT, CHIEF COMPLIANCE OFFICER, SERIES MANAGERE Control
QUINN, KEVIN, CHARLESIPRESIDENT, CHIEF COMPLIANCE OFFICER, SERIES MANAGERE Control
QUINN, KEVIN, CHARLESIPRESIDENT, CHIEF COMPLIANCE OFFICER, SERIES MANAGERE Control
QUINN, KEVIN, CHARLESIPRESIDENT, CHIEF COMPLIANCE OFFICER, SERIES MANAGERE Control
QUINN, KEVIN, CHARLESIPRESIDENT, CHIEF COMPLIANCE OFFICER, SERIES MANAGERE Control
QUINN, KEVIN, CHARLESIPRESIDENT, CHIEF COMPLIANCE OFFICER, SERIES MANAGERE Control
QUINN, KEVIN, CHARLESIPRESIDENT, CHIEF COMPLIANCE OFFICER, SERIES MANAGERE Control
QUINN, KEVIN, CHARLESIPRESIDENT, CHIEF COMPLIANCE OFFICER, SERIES MANAGERE Control
QUINN, KEVIN, CHARLESIPRESIDENT, CHIEF COMPLIANCE OFFICER, SERIES MANAGERE Control
QUINN, KEVIN, CHARLESIPRESIDENT, CHIEF COMPLIANCE OFFICER, SERIES MANAGERE Control
DT INVESTMENT PARTNERS, LLCDELLC MANAGER OF INDEPENDENT WEALTH PARTNERS, LLCB Control
DT INVESTMENT PARTNERS, LLCDELLC MANAGER OF INDEPENDENT WEALTH PARTNERS, LLCB Control
DT INVESTMENT PARTNERS, LLCDELLC MANAGER OF INDEPENDENT WEALTH PARTNERSB Control
DT INVESTMENT PARTNERS, LLCDELLC MANAGER OF INDEPENDENT WEALTH PARTNERS, LLCB Control
DT INVESTMENT PARTNERS, LLCDELLC MANAGER OF INDEPENDENT WEALTH PARTNERS, LLCB Control
DT INVESTMENT PARTNERS, LLCDELLC MANAGER OF INDEPENDENT WEALTH PARTNERS, LLCB Control
DT INVESTMENT PARTNERS, LLCDELLC MANAGER OF INDEPENDENT WEALTH PARTNERS, LLCB Control
DT INVESTMENT PARTNERS, LLCDELLC MANAGER OF INDEPENDENT WEALTH PARTNERS, LLCB Control
DT INVESTMENT PARTNERS, LLCDELLC MANAGER OF INDEPENDENT WEALTH PARTNERS, LLCB Control
DT INVESTMENT PARTNERS, LLCDELLC MANAGER OF INDEPENDENT WEALTH PARTNERS, LLCB Control
DT INVESTMENT PARTNERS, LLCDELLC MANAGER OF INDEPENDENT WEALTH PARTNERS, LLCB Control
DT INVESTMENT PARTNERS, LLCDELLC MANAGER OF INDEPENDENT WEALTH PARTNERS, LLCB Control
DT INVESTMENT PARTNERS, LLCDELLC MANAGER OF INDEPENDENT WEALTH PARTNERS, LLCB Control
DT INVESTMENT PARTNERS, LLCDELLC MANAGER OF INDEPENDENT WEALTH PARTNERS, LLCB Control
DT INVESTMENT PARTNERS, LLCDELLC MANAGER OF INDEPENDENT WEALTH PARTNERS, LLCB Control
DT INVESTMENT PARTNERS, LLCDELLC MANAGER OF INDEPENDENT WEALTH PARTNERS, LLCB Control
DT INVESTMENT PARTNERS, LLCDELLC MANAGER OF INDEPENDENT WEALTH PARTNERS, LLCB Control
DT INVESTMENT PARTNERS, LLCDELLC MANAGER OF INDEPENDENT WEALTH PARTNERS, LLCB Control
DT INVESTMENT PARTNERS, LLCDELLC MANAGER OF INDEPENDENT WEALTH PARTNERS, LLCB Control
DT INVESTMENT PARTNERS, LLCDELLC MANAGER OF INDEPENDENT WEALTH PARTNERS, LLCB Control
DT INVESTMENT PARTNERS, LLCDELLC MANAGER OF INDEPENDENT WEALTH PARTNERS, LLCB Control
DT INVESTMENT PARTNERS, LLCDELLC MANAGER OF INDEPENDENT WEALTH PARTNERS, LLCB Control
DT INVESTMENT PARTNERS, LLCDELLC MANAGER OF INDEPENDENT WEALTH PARTNERS, LLCB Control
DT INVESTMENT PARTNERS, LLCDELLC MANAGER OF INDEPENDENT WEALTH PARTNERS, LLCB Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
BLAIR, JOHN, LEROYIINDEPENDENT WEALTH PARTNERS, LLCC Control
BLAIR, JOHN, LEROYIINDEPENDENT WEALTH PARTNERS, LLCC Control
BLAIR, JOHN, LEROYIINDEPENDENT WEALTH PARTNERS, LLCC Control
BLAIR, JOHN, LEROYIINDEPENDENT WEALTH PARTNERS, LLCC Control
BLAIR, JOHN, LEROYIINDEPENDENT WEALTH PARTNERS, LLCC Control
BLAIR, JOHN, LEROYIINDEPENDENT WEALTH PARTNERS, LLCC Control
BLAIR, JOHN, LEROYIINDEPENDENT WEALTH PARTNERS, LLCC Control
BLAIR, JOHN, LEROYIINDEPENDENT WEALTH PARTNERS, LLCC Control
BLAIR, JOHN, LEROYIINDEPENDENT WEALTH PARTNERS, LLCC Control
RITTER, MARGARET, CECELIAIINDEPENDENT WEALTH PARTNERS, LLCC Control
RITTER, MARGARET, CECELIAIINDEPENDENT WEALTH PARTNERS, LLCC Control
RITTER, MARGARET, CECELIAIINDEPENDENT WEALTH PARTNERS, LLCC Control
RITTER, MARGARET, CECELIAIINDEPENDENT WEALTH PARTNERS, LLCC Control
RITTER, MARGARET, CECELIAIINDEPENDENT WEALTH PARTNERS, LLCC Control
RITTER, MARGARET, CECELIAIINDEPENDENT WEALTH PARTNERS, LLCC Control
SMITH, JONATHAN, DARRELLIINDEPENDENT WEALTH PARTNERS, LLCC Control
SMITH, JONATHAN, DARRELLIINDEPENDENT WEALTH PARTNERS, LLCC Control
SMITH, JONATHAN, DARRELLIINDEPENDENT WEALTH PARTNERS, LLCC Control
SMITH, JONATHAN, DARRELLIINDEPENDENT WEALTH PARTNERS, LLCC Control
SMITH, JONATHAN, DARRELLIINDEPENDENT WEALTH PARTNERS, LLCC Control
SMITH, JONATHAN, DARRELLIINDEPENDENT WEALTH PARTNERS, LLCC Control
SMITH, JONATHAN, DARRELLIINDEPENDENT WEALTH PARTNERS, LLCC Control
SMITH, JONATHAN, DARRELLIINDEPENDENT WEALTH PARTNERS, LLCC Control
SMITH, JONATHAN, DARRELLIINDEPENDENT WEALTH PARTNERS, LLCC Control
SMITH, JONATHAN, DARRELLIINDEPENDENT WEALTH PARTNERS, LLCC Control
SMITH, JONATHAN, DARRELLIINDEPENDENT WEALTH PARTNERS, LLCC Control
SMITH, JONATHAN, DARRELLIINDEPENDENT WEALTH PARTNERS, LLCC Control
SMITH, JONATHAN, DARRELLIINDEPENDENT WEALTH PARTNERS, LLCC Control
SMITH, JONATHAN, DARRELLIINDEPENDENT WEALTH PARTNERS, LLCC Control
SMITH, JONATHAN, DARRELLIINDEPENDENT WEALTH PARTNERS, LLCC Control
SMITH, JONATHAN, DARRELLIINDEPENDENT WEALTH PARTNERS, LLCC Control
SMITH, JONATHAN, DARRELLIINDEPENDENT WEALTH PARTNERS, LLCC Control
SMITH, JONATHAN, DARRELLIINDEPENDENT WEALTH PARTNERS, LLCC Control
SMITH, JONATHAN, DARRELLIINDEPENDENT WEALTH PARTNERS, LLCC Control
SMITH, JONATHAN, DARRELLIINDEPENDENT WEALTH PARTNERS, LLCC Control
SMITH, JONATHAN, DARRELLIINDEPENDENT WEALTH PARTNERS, LLCC Control
SMITH, JONATHAN, DARRELLIINDEPENDENT WEALTH PARTNERS, LLCC Control
SMITH, JONATHAN, DARRELLIINDEPENDENT WEALTH PARTNERS, LLCC Control
ZIMMERMAN, ANDREW, CHRISTOPHERIINDEPENDENT WEALTH PARTNERS, LLCC Control
ZIMMERMAN, ANDREW, CHRISTOPHERIINDEPENDENT WEALTH PARTNERS, LLCC Control
ZIMMERMAN, ANDREW, CHRISTOPHERIINDEPENDENT WEALTH PARTNERS, LLCC Control
ZIMMERMAN, ANDREW, CHRISTOPHERIINDEPENDENT WEALTH PARTNERS, LLCC Control
ZIMMERMAN, ANDREW, CHRISTOPHERIINDEPENDENT WEALTH PARTNERS, LLCC Control
ZIMMERMAN, ANDREW, CHRISTOPHERIINDEPENDENT WEALTH PARTNERS, LLCC Control
ZIMMERMAN, ANDREW, CHRISTOPHERIINDEPENDENT WEALTH PARTNERS, LLCC Control
ZIMMERMAN, ANDREW, CHRISTOPHERIINDEPENDENT WEALTH PARTNERS, LLCC Control
ZIMMERMAN, ANDREW, CHRISTOPHERIINDEPENDENT WEALTH PARTNERS, LLCC Control

Registrations

Federal

IA
Feb 6, 2025 REGISTERED

Notice Filings (1)

PA

Address

BRANDYWINE FIVE, 1 DICKINSON DRIVE
SUITE 103
CHADDS FORD, PA 19317
United States
Phone: 484-482-8201