QUOTIENT WEALTH PARTNERS, LLC
CRD #326819 SEC #801-128380 DALLAS, TX (972) 807-0003
SEC Registered
Total AUM
$3.5B
Discretionary
$3.5B
Employees
51
Clients
0
Accounts
6,412
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $3.5B | $3.5B | $37.7M | 51 | 0 |
| Mar 2025 | $3.5B | $3.5B | $37.7M | 51 | 0 |
| Nov 2024 | $3.1B | $3.1B | $28.4M | 39 | 0 |
| Nov 2024 | $3.1B | $3.1B | $28.4M | 39 | 0 |
| Aug 2024 | $3.1B | $3.1B | $28.4M | 39 | 0 |
| Mar 2024 | $3.1B | $3.1B | $28.4M | 39 | 0 |
| Dec 2023 | $3B | $3B | $2.1M | 17 | 0 |
| Sep 2023 | $0 | $0 | $0 | 17 | 0 |
| Sep 2023 | $0 | $0 | $0 | 17 | 0 |
| Sep 2023 | $0 | $0 | $0 | 17 | 0 |
| Aug 2023 | $0 | $0 | $0 | 1 | 0 |
| Jul 2023 | $0 | $0 | $0 | 1 | 0 |
| Jun 2023 | $0 | $0 | $0 | 1 | 0 |
DateOct 2025
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$37.7M
Employees51
Clients0
DateMar 2025
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$37.7M
Employees51
Clients0
DateNov 2024
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$28.4M
Employees39
Clients0
DateNov 2024
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$28.4M
Employees39
Clients0
DateAug 2024
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$28.4M
Employees39
Clients0
DateMar 2024
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$28.4M
Employees39
Clients0
DateDec 2023
Total AUM$3B
Discretionary$3B
Non-Disc.$2.1M
Employees17
Clients0
DateSep 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees17
Clients0
DateSep 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees17
Clients0
DateSep 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees17
Clients0
DateAug 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJul 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJun 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0