QUINCY WELLS ADVISORS, LLC
CRD #307477 SEC #801-118231 CHICAGO, IL 312-356-4875
SEC Registered Broker-Dealer
Total AUM
$45.1M
Discretionary
$0
Employees
22
Clients
1
Accounts
149
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $45.1M | $0 | $45.1M | 22 | 0 |
| Oct 2025 | $45.1M | $0 | $45.1M | 22 | 0 |
| Sep 2025 | $45.1M | $0 | $45.1M | 22 | 0 |
| Mar 2025 | $45.1M | $0 | $45.1M | 22 | 0 |
| Dec 2024 | $14.6M | $0 | $14.6M | 22 | 0 |
| Oct 2024 | $14.6M | $0 | $14.6M | 22 | 0 |
| Apr 2024 | $14.6M | $0 | $14.6M | 22 | 0 |
| Mar 2024 | $14.6M | $0 | $14.6M | 22 | 0 |
| Mar 2024 | $14.6M | $0 | $14.6M | 22 | 0 |
| Mar 2024 | $14.6M | $0 | $14.6M | 22 | 0 |
| Jan 2024 | $19.9M | $0 | $19.9M | 17 | 0 |
| May 2023 | $19.9M | $0 | $19.9M | 17 | 0 |
| Mar 2023 | $19.9M | $0 | $19.9M | 17 | 0 |
| Oct 2022 | $7.5M | $0 | $7.5M | 17 | 0 |
| Mar 2022 | $7.5M | $0 | $7.5M | 17 | 0 |
| Mar 2022 | $107M | $0 | $107M | 13 | 0 |
| Mar 2022 | $107M | $0 | $107M | 13 | 0 |
| Jan 2022 | $107M | $0 | $107M | 13 | 0 |
| Jan 2022 | $107M | $0 | $107M | 13 | 0 |
| Jun 2021 | $107M | $0 | $107M | 13 | 0 |
| Mar 2021 | $107M | $0 | $107M | 13 | 0 |
| Feb 2021 | $100M | $0 | $100M | 13 | 0 |
| Oct 2020 | $100M | $0 | $100M | 13 | 0 |
| Sep 2020 | $100M | $0 | $100M | 3 | 0 |
| Jul 2020 | $100M | $0 | $100M | 3 | 0 |
| Feb 2020 | $0 | $0 | $0 | 3 | 0 |
DateNov 2025
Total AUM$45.1M
Discretionary$0
Non-Disc.$45.1M
Employees22
Clients0
DateOct 2025
Total AUM$45.1M
Discretionary$0
Non-Disc.$45.1M
Employees22
Clients0
DateSep 2025
Total AUM$45.1M
Discretionary$0
Non-Disc.$45.1M
Employees22
Clients0
DateMar 2025
Total AUM$45.1M
Discretionary$0
Non-Disc.$45.1M
Employees22
Clients0
DateDec 2024
Total AUM$14.6M
Discretionary$0
Non-Disc.$14.6M
Employees22
Clients0
DateOct 2024
Total AUM$14.6M
Discretionary$0
Non-Disc.$14.6M
Employees22
Clients0
DateApr 2024
Total AUM$14.6M
Discretionary$0
Non-Disc.$14.6M
Employees22
Clients0
DateMar 2024
Total AUM$14.6M
Discretionary$0
Non-Disc.$14.6M
Employees22
Clients0
DateMar 2024
Total AUM$14.6M
Discretionary$0
Non-Disc.$14.6M
Employees22
Clients0
DateMar 2024
Total AUM$14.6M
Discretionary$0
Non-Disc.$14.6M
Employees22
Clients0
DateJan 2024
Total AUM$19.9M
Discretionary$0
Non-Disc.$19.9M
Employees17
Clients0
DateMay 2023
Total AUM$19.9M
Discretionary$0
Non-Disc.$19.9M
Employees17
Clients0
DateMar 2023
Total AUM$19.9M
Discretionary$0
Non-Disc.$19.9M
Employees17
Clients0
DateOct 2022
Total AUM$7.5M
Discretionary$0
Non-Disc.$7.5M
Employees17
Clients0
DateMar 2022
Total AUM$7.5M
Discretionary$0
Non-Disc.$7.5M
Employees17
Clients0
DateMar 2022
Total AUM$107M
Discretionary$0
Non-Disc.$107M
Employees13
Clients0
DateMar 2022
Total AUM$107M
Discretionary$0
Non-Disc.$107M
Employees13
Clients0
DateJan 2022
Total AUM$107M
Discretionary$0
Non-Disc.$107M
Employees13
Clients0
DateJan 2022
Total AUM$107M
Discretionary$0
Non-Disc.$107M
Employees13
Clients0
DateJun 2021
Total AUM$107M
Discretionary$0
Non-Disc.$107M
Employees13
Clients0
DateMar 2021
Total AUM$107M
Discretionary$0
Non-Disc.$107M
Employees13
Clients0
DateFeb 2021
Total AUM$100M
Discretionary$0
Non-Disc.$100M
Employees13
Clients0
DateOct 2020
Total AUM$100M
Discretionary$0
Non-Disc.$100M
Employees13
Clients0
DateSep 2020
Total AUM$100M
Discretionary$0
Non-Disc.$100M
Employees3
Clients0
DateJul 2020
Total AUM$100M
Discretionary$0
Non-Disc.$100M
Employees3
Clients0
DateFeb 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0