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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM 100m 1b

PROQUILITY PRIVATE WEALTH PARTNERS, LLC

CRD 307866

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:40af9d26-d5fb-b49d-4437-2276396f025a

Data as of Mar 13, 2025 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:38 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 9
On other graphs: 0
Observed: Apr 17, 2020 to Mar 13, 2025
23 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $356MItem 5.F on the latest filing (2025-03-13); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $356M
Private client RAUM: $280MderivedItem 5.D individuals plus high net worth individuals
Private client share: 79%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 6
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 765
Individual clients: 75
High net worth clients: 57
Custody, client assets: $204M
SEC number: 801-118760
CIK: 1844911
CRD: 307866
Filings on the tape: 23
First filed: Apr 17, 2020
Latest filed: Mar 13, 2025
Organised: Limited Liability Company, NV

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ANDREW F. FERGUSON LIVING TRUST	MANAGING MEMBER	E	yes	12/2023	Jan 24, 2024	Feb 15, 2024
Ferguson, Andrew, FRASER	MANAGING MEMBER	F	yes	12/2023	Aug 7, 2020	Feb 15, 2024
Ferguson, Andrew, FRASER	FOUNDER, CEO & CCO	Na	yes	08/2020	Aug 7, 2020	Feb 15, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2024	Mar 13, 2025	$356M	$356M	6	2	n/a	n/a
2023	Jan 24, 2024	$292M	$292M	6	2	n/a	n/a
2022	Feb 14, 2023	$270M	$270M	6	2	n/a	n/a
2021	Mar 14, 2022	$299M	$295M	4	2	n/a	n/a
2020	Feb 26, 2021	$274M	$249M	4	2	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2024	$356M	$292M	22.0%	$299M	5.9%	6	6	0	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
SIMON QUICK ADVISORS, LLC	3	Jun 30, 2025	Jun 20, 2025	LAS VEGAS, NV	Firm absorbed	RIA to RIA	100.0%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	2	Aug 10, 2020	Aug 18, 2020	LAS VEGAS, NV	Team lift out	Wirehouse to new firm	0.0%

Relationships

Registered with (3)

← Andrew FRASER FergusonAdvisorregistration: previous registration
Aug 18, 2020 to Jun 30, 2025factForm ADV
← PATRICIA Ann YEAGERAdvisorregistration: previous registration
Aug 18, 2020 to Jun 30, 2025factForm ADV
← DEANNA JEAN MILLERAdvisorregistration: previous registration
Feb 5, 2024 to Jun 30, 2025factForm ADV

Moved with (2)

→ SIMON QUICK ADVISORS, LLCRegistered adviser3 advisors, firm absorbed, same day
Jun 30, 2025 to Jun 20, 2025factForm ADV
← MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviser2 advisors, team lift out
Aug 10, 2020 to Aug 18, 2020factForm ADV

Controls (2)

← Ferguson, Andrew, FRASEROwnerMANAGING MEMBER, ownership code F, individual
Aug 7, 2020 to Feb 15, 2024factForm ADV
← ANDREW F. FERGUSON LIVING TRUSTOwnerMANAGING MEMBER, ownership code E, domestic entity
Jan 24, 2024 to Feb 15, 2024factForm ADV

Dated events

Occurred
Jul 1, 2025
Left the SEC roster
Proquility Private Wealth Partners, Llc no longer on the SEC adviser roster (last listed 2025-06-02, RAUM $355.6M)
Form ADVobserved 4 days ago
$356M
Occurred
Jun 30, 2025
Firm absorbed
Proquility Private Wealth Partners, LLC's advisors moved to Simon Quick Advisors, LLC (Las Vegas, NV): 3 of 3 registered, on the same day
Form ADVobserved 4 days ago
3 advisors
Occurred
Jun 30, 2025
Advisor changed firm
Deanna Jean Miller left Proquility Private Wealth Partners, Llc for Simon Quick Advisors, Llc (registered 2025-06-13)
Form ADVobserved 4 days ago
Occurred
Jun 30, 2025
Advisor changed firm
Patricia Ann Yeager left Proquility Private Wealth Partners, Llc for Simon Quick Advisors, Llc (registered 2025-06-20)
Form ADVobserved 4 days ago
Occurred
Jun 30, 2025
Advisor changed firm
Andrew Fraser Ferguson left Proquility Private Wealth Partners, Llc for Simon Quick Advisors, Llc (registered 2025-06-12)
Form ADVobserved 4 days ago
Occurred
Feb 26, 2021
Regulatory AUM changed
Proquility Private Wealth Partners, Llc reported RAUM $273.8M, up 70% from $160.9M (2020-09-25 to 2021-02-26)
Form ADVobserved 4 days ago
$113M
Occurred
Aug 7, 2020
Control person left
William Alexander Hansen (Chief Compliance Officer) no longer on Schedule A of Proquility Private Wealth Partners, Llc (listed 2020-06-19, absent 2020-08-07)
Form ADVobserved 4 days ago
Occurred
Aug 7, 2020
Control person joined
Fraser Andrew Ferguson (Founder, Ceo & Cco) appeared on Schedule A of Proquility Private Wealth Partners, Llc
Form ADVobserved 4 days ago
Occurred
Apr 17, 2020
First Form ADV filing
Casa Blanca Wealth, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:40af9d26-d5fb-b49d-4437-2276396f025a
First observed: Apr 17, 2020
Last observed: Mar 13, 2025 18 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

PROQUILITY PRIVATE WEALTH PARTNERS, LLC

CRD 307866

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:40af9d26-d5fb-b49d-4437-2276396f025a

Data as of Mar 13, 2025 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:38 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ANDREW F. FERGUSON LIVING TRUST

MANAGING MEMBER

yes

12/2023

Jan 24, 2024

Feb 15, 2024

Ferguson, Andrew, FRASER

MANAGING MEMBER

yes

12/2023

Aug 7, 2020

Feb 15, 2024

Ferguson, Andrew, FRASER

FOUNDER, CEO & CCO

yes

08/2020

Aug 7, 2020

Feb 15, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2024

Mar 13, 2025

$356M

n/a

2023

Jan 24, 2024

$292M

n/a

2022

Feb 14, 2023

$270M

n/a

2021

Mar 14, 2022

$299M

$295M

n/a

2020

Feb 26, 2021

$274M

$249M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2024

$356M

$292M

22.0%

$299M

5.9%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

SIMON QUICK ADVISORS, LLC

Jun 30, 2025

Jun 20, 2025

LAS VEGAS, NV

Firm absorbed

RIA to RIA

100.0%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Aug 10, 2020

Aug 18, 2020

LAS VEGAS, NV

Team lift out

Wirehouse to new firm

0.0%