QUINT WEALTH MANAGEMENT, INC.
Legal name: QUINT INVESTMENTS AND INSURANCE
CRD #168463 SEC #801-118831 WAPPINGERS FALLS, NY 845-345-3628
SEC Registered
Total AUM
$88.5M
Discretionary
$81.2M
Employees
8
Clients
1
Accounts
709
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $88.5M | $81.2M | $7.3M | 8 | 0 |
| Jun 2025 | $88.5M | $81.2M | $7.3M | 8 | 0 |
| Mar 2025 | $56M | $51.1M | $4.9M | 9 | 0 |
| Oct 2024 | $56M | $51.1M | $4.9M | 9 | 0 |
| Oct 2024 | $56M | $51.1M | $4.9M | 8 | 0 |
| Mar 2024 | $56M | $51.1M | $4.9M | 7 | 0 |
| Apr 2023 | $45.7M | $42.1M | $3.5M | 7 | 0 |
| Apr 2023 | $42.8M | $39.2M | $3.5M | 7 | 0 |
| Mar 2023 | $42.8M | $39.2M | $3.5M | 6 | 0 |
| Jan 2023 | $42M | $38.4M | $3.5M | 6 | 0 |
| Mar 2022 | $42M | $38.4M | $3.5M | 5 | 0 |
| May 2021 | $33.6M | $30.6M | $3M | 6 | 0 |
| Mar 2021 | $33.6M | $30.6M | $3M | 6 | 0 |
| Mar 2021 | $33.6M | $30.6M | $3M | 6 | 0 |
| Mar 2021 | $29M | $26.4M | $2.6M | 6 | 0 |
| Jun 2020 | $29M | $26.4M | $2.6M | 5 | 0 |
| Jun 2020 | $29M | $26.4M | $2.6M | 5 | 0 |
| Jun 2020 | $29M | $26.4M | $2.6M | 4 | 0 |
| Apr 2020 | $29M | $26.4M | $2.6M | 4 | 0 |
DateOct 2025
Total AUM$88.5M
Discretionary$81.2M
Non-Disc.$7.3M
Employees8
Clients0
DateJun 2025
Total AUM$88.5M
Discretionary$81.2M
Non-Disc.$7.3M
Employees8
Clients0
DateMar 2025
Total AUM$56M
Discretionary$51.1M
Non-Disc.$4.9M
Employees9
Clients0
DateOct 2024
Total AUM$56M
Discretionary$51.1M
Non-Disc.$4.9M
Employees9
Clients0
DateOct 2024
Total AUM$56M
Discretionary$51.1M
Non-Disc.$4.9M
Employees8
Clients0
DateMar 2024
Total AUM$56M
Discretionary$51.1M
Non-Disc.$4.9M
Employees7
Clients0
DateApr 2023
Total AUM$45.7M
Discretionary$42.1M
Non-Disc.$3.5M
Employees7
Clients0
DateApr 2023
Total AUM$42.8M
Discretionary$39.2M
Non-Disc.$3.5M
Employees7
Clients0
DateMar 2023
Total AUM$42.8M
Discretionary$39.2M
Non-Disc.$3.5M
Employees6
Clients0
DateJan 2023
Total AUM$42M
Discretionary$38.4M
Non-Disc.$3.5M
Employees6
Clients0
DateMar 2022
Total AUM$42M
Discretionary$38.4M
Non-Disc.$3.5M
Employees5
Clients0
DateMay 2021
Total AUM$33.6M
Discretionary$30.6M
Non-Disc.$3M
Employees6
Clients0
DateMar 2021
Total AUM$33.6M
Discretionary$30.6M
Non-Disc.$3M
Employees6
Clients0
DateMar 2021
Total AUM$33.6M
Discretionary$30.6M
Non-Disc.$3M
Employees6
Clients0
DateMar 2021
Total AUM$29M
Discretionary$26.4M
Non-Disc.$2.6M
Employees6
Clients0
DateJun 2020
Total AUM$29M
Discretionary$26.4M
Non-Disc.$2.6M
Employees5
Clients0
DateJun 2020
Total AUM$29M
Discretionary$26.4M
Non-Disc.$2.6M
Employees5
Clients0
DateJun 2020
Total AUM$29M
Discretionary$26.4M
Non-Disc.$2.6M
Employees4
Clients0
DateApr 2020
Total AUM$29M
Discretionary$26.4M
Non-Disc.$2.6M
Employees4
Clients0