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.

Firm class

independent wealth managerderivedprivate_client_share=0.9 fund_share=0.0 institutional_share=0.0 related_bd= related_bank= bd_reps=0.0

Regulatory AUM

$86.9MItem 5.F on the latest filing (2026-09-14); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$86.9M

Private client RAUM

$77.9MderivedItem 5.D individuals plus high net worth individuals

Private client share

90%derivedprivate client RAUM over total RAUM

Advisors on IAPD

1

RAUM per advisor

$86.9Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

1

Advisory employees

1

Offices

0Schedule D 1.F, beyond the principal office

Accounts

156

Individual clients

41

High net worth clients

16

SEC number

801-136278

CRD

341042

Filings on the tape

3

First filed

May 18, 2026

Latest filed

Sep 14, 2026

Organised

Limited Liability Company, CA

Website

mqprivatewealth.com

Graph

RIA / Wealth Management

Canonical id

dfx:ria:98289934-975d-7c0b-9109-e09d635b9d7b

First observed

May 18, 2026

Last observed

Sep 14, 2026 5 days 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.