QUADRANT PRIVATE WEALTH MANAGEMENT, LLC
CRD #277044 SEC #801-106484 CENTER VALLEY, PA 610-849-2743
SEC Registered Broker-Dealer
Total AUM
$1.8B
Discretionary
$1.8B
Employees
19
Clients
0
Accounts
2,764
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.8B | $1.8B | $3.2M | 19 | 0 |
| May 2024 | $1.6B | $1.6B | $3.5M | 16 | 0 |
| Mar 2024 | $1.6B | $1.6B | $3.5M | 16 | 0 |
| Mar 2024 | $1.4B | $1.4B | $3.2M | 16 | 1 |
| Sep 2023 | $1.4B | $1.4B | $3.2M | 16 | 1 |
| Sep 2023 | $1.4B | $1.4B | $3.2M | 16 | 1 |
| Mar 2023 | $1.4B | $1.4B | $3.2M | 16 | 1 |
| Mar 2022 | $1.4B | $1.4B | $4.3M | 15 | 1 |
| Dec 2021 | $991.9M | $988.9M | $3M | 14 | 0 |
| Jul 2021 | $991.9M | $988.9M | $3M | 14 | 0 |
| Mar 2021 | $991.9M | $988.9M | $3M | 14 | 0 |
| Mar 2021 | $991.9M | $988.9M | $3M | 14 | 0 |
| Dec 2020 | $696.2M | $693.2M | $3M | 11 | 0 |
| Nov 2020 | $696.2M | $693.2M | $3M | 11 | 0 |
| Jul 2020 | $696.2M | $693.2M | $3M | 11 | 0 |
| Jun 2020 | $696.2M | $693.2M | $3M | 11 | 0 |
| Feb 2020 | $696.2M | $693.2M | $3M | 11 | 0 |
| Nov 2019 | $622.2M | $620M | $2.2M | 9 | 0 |
| May 2019 | $622.2M | $620M | $2.2M | 9 | 0 |
| Mar 2019 | $622.2M | $620M | $2.2M | 9 | 0 |
| Aug 2018 | $617.5M | $616.4M | $1.1M | 10 | 0 |
| Mar 2018 | $617.5M | $616.4M | $1.1M | 10 | 0 |
| Mar 2018 | $617.5M | $616.4M | $1.1M | 10 | 0 |
| Aug 2017 | $618.3M | $581.6M | $36.6M | 13 | 400 |
| Jun 2017 | $618.3M | $581.6M | $36.6M | 13 | 400 |
| Mar 2017 | $618.3M | $581.6M | $36.6M | 13 | 400 |
| Jun 2016 | $537.7M | $507.6M | $30.1M | 11 | 400 |
| Mar 2016 | $537.7M | $507.6M | $30.1M | 11 | 400 |
| Aug 2015 | $500M | $470M | $30M | 9 | 350 |
| Jul 2015 | $500M | $470M | $30M | 9 | 350 |
DateMar 2025
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$3.2M
Employees19
Clients0
DateMay 2024
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$3.5M
Employees16
Clients0
DateMar 2024
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$3.5M
Employees16
Clients0
DateMar 2024
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$3.2M
Employees16
Clients1
DateSep 2023
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$3.2M
Employees16
Clients1
DateSep 2023
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$3.2M
Employees16
Clients1
DateMar 2023
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$3.2M
Employees16
Clients1
DateMar 2022
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$4.3M
Employees15
Clients1
DateDec 2021
Total AUM$991.9M
Discretionary$988.9M
Non-Disc.$3M
Employees14
Clients0
DateJul 2021
Total AUM$991.9M
Discretionary$988.9M
Non-Disc.$3M
Employees14
Clients0
DateMar 2021
Total AUM$991.9M
Discretionary$988.9M
Non-Disc.$3M
Employees14
Clients0
DateMar 2021
Total AUM$991.9M
Discretionary$988.9M
Non-Disc.$3M
Employees14
Clients0
DateDec 2020
Total AUM$696.2M
Discretionary$693.2M
Non-Disc.$3M
Employees11
Clients0
DateNov 2020
Total AUM$696.2M
Discretionary$693.2M
Non-Disc.$3M
Employees11
Clients0
DateJul 2020
Total AUM$696.2M
Discretionary$693.2M
Non-Disc.$3M
Employees11
Clients0
DateJun 2020
Total AUM$696.2M
Discretionary$693.2M
Non-Disc.$3M
Employees11
Clients0
DateFeb 2020
Total AUM$696.2M
Discretionary$693.2M
Non-Disc.$3M
Employees11
Clients0
DateNov 2019
Total AUM$622.2M
Discretionary$620M
Non-Disc.$2.2M
Employees9
Clients0
DateMay 2019
Total AUM$622.2M
Discretionary$620M
Non-Disc.$2.2M
Employees9
Clients0
DateMar 2019
Total AUM$622.2M
Discretionary$620M
Non-Disc.$2.2M
Employees9
Clients0
DateAug 2018
Total AUM$617.5M
Discretionary$616.4M
Non-Disc.$1.1M
Employees10
Clients0
DateMar 2018
Total AUM$617.5M
Discretionary$616.4M
Non-Disc.$1.1M
Employees10
Clients0
DateMar 2018
Total AUM$617.5M
Discretionary$616.4M
Non-Disc.$1.1M
Employees10
Clients0
DateAug 2017
Total AUM$618.3M
Discretionary$581.6M
Non-Disc.$36.6M
Employees13
Clients400
DateJun 2017
Total AUM$618.3M
Discretionary$581.6M
Non-Disc.$36.6M
Employees13
Clients400
DateMar 2017
Total AUM$618.3M
Discretionary$581.6M
Non-Disc.$36.6M
Employees13
Clients400
DateJun 2016
Total AUM$537.7M
Discretionary$507.6M
Non-Disc.$30.1M
Employees11
Clients400
DateMar 2016
Total AUM$537.7M
Discretionary$507.6M
Non-Disc.$30.1M
Employees11
Clients400
DateAug 2015
Total AUM$500M
Discretionary$470M
Non-Disc.$30M
Employees9
Clients350
DateJul 2015
Total AUM$500M
Discretionary$470M
Non-Disc.$30M
Employees9
Clients350