QUARTERMASTER WEALTH MANAGEMENT, LLC
CRD #166807 SEC #801-77672 CHARLOTTE, NC 704-490-4111
SEC Registered
Total AUM
$15.5M
Discretionary
$15.4M
Employees
5
Clients
26
Accounts
275
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- North Carolina
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 16, 2016
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| RASMUSSEN, DONALD, MICHAEL | I | PRESIDENT - CCO | E | Control |
| RASMUSSEN, DONALD, MICHAEL | I | PRESIDENT - CCO | E | Control |
| RASMUSSEN, DONALD, MICHAEL | I | PRESIDENT - CCO | E | Control |
| RASMUSSEN, DONALD, MICHAEL | I | PRESIDENT - CCO | E | Control |
| RASMUSSEN, DONALD, MICHAEL | I | PRESIDENT - CCO | E | Control |
| RASMUSSEN, DONALD, MICHAEL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| RASMUSSEN, DONALD, MICHAEL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| RASMUSSEN, DONALD, MICHAEL | I | PRESIDENT - CCO | E | Control |
| RASMUSSEN, DONALD, MICHAEL | I | PRESIDENT - CCO | E | Control |
| RASMUSSEN, DONALD, MICHAEL | I | PRESIDENT - CCO | E | Control |
| RASMUSSEN, DONALD, MICHAEL | I | PRESIDENT - CCO | E | Control |
| RASMUSSEN, DONALD, MICHAEL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| RASMUSSEN, DONALD, MICHAEL | I | PRESIDENT - CCO | E | Control |
| RASMUSSEN, DONALD, MICHAEL | I | PRESIDENT - CCO | E | Control |
| RASMUSSEN, DONALD, MICHAEL | I | PRESIDENT - CCO | E | Control |
| RASMUSSEN, DONALD, MICHAEL | I | PRESIDENT - CCO | E | Control |
| RASMUSSEN, DONALD, MICHAEL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| RASMUSSEN, DONALD, MICHAEL | I | PRESIDENT - CCO | E | Control |
| RASMUSSEN, DONALD, MICHAEL | I | PRESIDENT - CCO | E | Control |
| RASMUSSEN, DONALD, MICHAEL | I | PRESIDENT - CCO | E | Control |
| RASMUSSEN, DONALD, MICHAEL | I | PRESIDENT - CCO | E | Control |
| RASMUSSEN, DONALD, MICHAEL | I | PRESIDENT - CCO | E | Control |
| IMPACT PARTNERSHIP, LLC | DE | OWNER | D | Control |
| IMPACT PARTNERSHIP, LLC | DE | OWNER | D | Control |
| IMPACT PARTNERSHIP, LLC | DE | OWNER | D | Control |
| IMPACT PARTNERSHIP, LLC | DE | OWNER | D | Control |
| IMPACT PARTNERSHIP, LLC | DE | OWNER | D | Control |
| RASMUSSEN, DONALD, MICHAEL | I | PRESIDENT - CCO | D | Control |
| RASMUSSEN, DONALD, MICHAEL | I | PRESIDENT - CCO | D | Control |
| RASMUSSEN, DONALD, MICHAEL | I | PRESIDENT - CCO | D | Control |
| RASMUSSEN, DONALD, MICHAEL | I | PRESIDENT - CCO | D | Control |
| RASMUSSEN, DONALD, MICHAEL | I | PRESIDENT - CCO | D | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| CRAIG, STEVEN MONROE | I | IMPACT PARTNERSHIP, LLC | D | |
| CRAIG, STEVEN MONROE | I | IMPACT PARTNERSHIP, LLC | D | |
| CRAIG, STEVEN MONROE | I | IMPACT PARTNERSHIP, LLC | D | |
| CRAIG, STEVEN MONROE | I | IMPACT PARTNERSHIP, LLC | D | |
| CRAIG, STEVEN MONROE | I | IMPACT PARTNERSHIP, LLC | D | |
| ODOM (JR.), STEPHEN WALKER | I | IMPACT PARTNERSHIP, LLC | D | |
| ODOM (JR.), STEPHEN WALKER | I | IMPACT PARTNERSHIP, LLC | D | |
| ODOM (JR.), STEPHEN WALKER | I | IMPACT PARTNERSHIP, LLC | D | |
| ODOM (JR.), STEPHEN WALKER | I | IMPACT PARTNERSHIP, LLC | D | |
| ODOM (JR.), STEPHEN WALKER | I | IMPACT PARTNERSHIP, LLC | D |
Registrations
Federal
IA
Aug 16, 2016 REGISTERED
Notice Filings (26)
AL CA CO CT FL GA IA IL IN KS KY LA MD MI MN NC OH PA SC TN TX UT VA WA WI WV
Address
124 FLOYD SMITH DRIVE, SUITE 325CHARLOTTE, NC 28262
United States
Phone: 704-490-4111