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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM under $100M

QUINN WEALTH ADVISORS

QUINN WEALTH ADVISORS, A SERIES OF INDEPEN. WEALTH PARTNERS, LLC, CRD 166144

CHADDS FORD, PA

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:a5f979c4-0682-da9a-6aa2-476527eaac62

Data as of Feb 6, 2025 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:23 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 2
On other graphs: 0
Observed: Nov 30, 2012 to Feb 6, 2025
24 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: $52.0MItem 5.F on the latest filing (2025-02-06); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $51.9M
Private client RAUM: $51.9MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 1
Advisory employees: 1
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 135
Individual clients: 61
High net worth clients: 19
SEC number: 801-77437
CRD: 166144
Filings on the tape: 24
First filed: Nov 30, 2012
Latest filed: Feb 6, 2025
Organised: Limited Liability Company, DE
Website: quinnwealthadvisors.com

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
DT INVESTMENT PARTNERS, LLC	LLC MANAGER OF INDEPENDENT WEALTH PARTNERS, LLC	B	yes	11/2012	Nov 30, 2012	Mar 11, 2024
QUINN, BARBARA, MCKEON	SERIES MANAGER	Na	yes	11/2012	Nov 30, 2012	Mar 11, 2024
QUINN, KEVIN, CHARLES	PRESIDENT, CHIEF COMPLIANCE OFFICER, SERIES MANAGER	E	yes	11/2012	Nov 30, 2012	Mar 11, 2024
SMITH, JONATHAN, DARRELL	Owner	C	yes	10/2012	Nov 30, 2012	Mar 11, 2024
SMITH, JONATHAN, DARRELL	SERIES MANAGER	Na	yes	11/2012	Nov 30, 2012	Mar 11, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
DT INVESTMENT PARTNERS, LLC	n/a	Independent wealth	$1.9B	Y	no	n/a

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	Offices	Private funds	Fund GAV
2024	Feb 6, 2025	$52.0M	$51.9M	1	1	0	n/a	n/a
2023	Mar 11, 2024	$48.4M	$48.3M	1	1	0	n/a	n/a
2022	Mar 10, 2023	$43.5M	$42.1M	1	1	0	n/a	n/a
2021	Mar 21, 2022	$54.3M	$54.2M	1	1	0	n/a	n/a
2020	Mar 16, 2021	$49.4M	$49.3M	1	1	0	n/a	n/a
2019	Mar 20, 2020	$40.0M	$39.9M	1	1	0	n/a	n/a
2018	Feb 6, 2019	$33.4M	$33.3M	1	1	0	n/a	n/a
2017	Jan 31, 2018	$33.5M	$33.4M	1	1	0	n/a	n/a
2016	Feb 8, 2017	$29.4M	$29.1M	1	1	n/a	n/a	n/a
2015	Feb 18, 2016	$22.3M	$22.0M	1	1	n/a	n/a	n/a
2014	Feb 24, 2015	$15.2M	$15.2M	1	1	n/a	n/a	n/a
2013	Jan 31, 2014	$9.9M	$9.9M	1	1	n/a	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	$52.0M	$48.4M	7.4%	$54.3M	-1.5%	1	1	0	0

Relationships

Affiliated with (3)

← DT INVESTMENT PARTNERS, LLCRegistered adviserother investment adviser, control
factForm ADV
→ DT INVESTMENT PARTNERS, LLCRegistered adviserother investment adviser, control
factForm ADV
← INDEPENDENT WEALTH ADVISORS LLCRegistered adviserother investment adviser, common control
factForm ADV

Controls (4)

← DT INVESTMENT PARTNERS, LLCOwnerLLC MANAGER OF INDEPENDENT WEALTH PARTNERS, LLC, ownership code B, domestic entity
Nov 30, 2012 to Mar 11, 2024factForm ADV
← SMITH, JONATHAN, DARRELLOwnerOWNER, ownership code C, individual
Nov 30, 2012 to Mar 11, 2024factForm ADV
← QUINN, BARBARA, MCKEONOwnerSERIES MANAGER, ownership code NA, individual
Nov 30, 2012 to Mar 11, 2024factForm ADV
← QUINN, KEVIN, CHARLESOwnerPRESIDENT, CHIEF COMPLIANCE OFFICER, SERIES MANAGER, ownership code E, individual
Nov 30, 2012 to Mar 11, 2024factForm ADV

Dated events

Occurred
May 2, 2025
Left the SEC roster
Quinn Wealth Advisors no longer on the SEC adviser roster (last listed 2025-03-06, RAUM $52.0M)
Form ADVobserved 5 days ago
$52.0M
Occurred
Nov 30, 2012
First Form ADV filing
Quinn Wealth Advisors filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a5f979c4-0682-da9a-6aa2-476527eaac62
First observed: Nov 30, 2012
Last observed: Feb 6, 2025 19 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.

QUINN WEALTH ADVISORS

QUINN WEALTH ADVISORS, A SERIES OF INDEPEN. WEALTH PARTNERS, LLC, CRD 166144

CHADDS FORD, PA

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:a5f979c4-0682-da9a-6aa2-476527eaac62

Data as of Feb 6, 2025 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:23 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

DT INVESTMENT PARTNERS, LLC

LLC MANAGER OF INDEPENDENT WEALTH PARTNERS, LLC

yes

11/2012

Nov 30, 2012

Mar 11, 2024

QUINN, BARBARA, MCKEON

SERIES MANAGER

yes

11/2012

Nov 30, 2012

Mar 11, 2024

QUINN, KEVIN, CHARLES

PRESIDENT, CHIEF COMPLIANCE OFFICER, SERIES MANAGER

yes

11/2012

Nov 30, 2012

Mar 11, 2024

SMITH, JONATHAN, DARRELL

Owner

yes

10/2012

Nov 30, 2012

Mar 11, 2024

SMITH, JONATHAN, DARRELL

SERIES MANAGER

yes

11/2012

Nov 30, 2012

Mar 11, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

DT INVESTMENT PARTNERS, LLC

n/a

Independent wealth

$1.9B

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2024

Feb 6, 2025

$52.0M

$51.9M

n/a

2023

Mar 11, 2024

$48.4M

$48.3M

n/a

2022

Mar 10, 2023

$43.5M

$42.1M

n/a

2021

Mar 21, 2022

$54.3M

$54.2M

n/a

2020

Mar 16, 2021

$49.4M

$49.3M

n/a

2019

Mar 20, 2020

$40.0M

$39.9M

n/a

2018

Feb 6, 2019

$33.4M

$33.3M

n/a

2017

Jan 31, 2018

$33.5M

$33.4M

n/a

2016

Feb 8, 2017

$29.4M

$29.1M

n/a

2015

Feb 18, 2016

$22.3M

$22.0M

n/a

2014

Feb 24, 2015

$15.2M

n/a

2013

Jan 31, 2014

$9.9M

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

$52.0M

$48.4M

7.4%

$54.3M

-1.5%