DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

SEC-registered adviser

Quotient Wealth Partners, LLC

Independent wealth managerDallas, TexasCRD 326819SEC 801-128380websiteIAPD
Latest filing Apr 29, 2026
First filing on the tape Jun 21, 2023 · 16 filings
SEC status approved since Aug 24, 2023
RAUM
$4.6B
reported, Item 5.F
Discretionary
99%
of RAUM
Private clients
100%
$4.6B individuals and HNW
Advisors
35
registered through the firm on IAPD
RAUM per advisor
$132M
derived; firm RAUM over IAPD count
Employees
60
29 advisory (5.B.1)
Offices
5
beyond the principal office
Private funds
0
reported on Schedule D
History
16 filings and snapshots on the tape
RAUM$4.6B as of Apr 29, 2026
Mar 28, 2024$3.1B then
HNW client RAUM$3.9B as of Apr 29, 2026
Mar 28, 2024$2.6B then
State-registered IARs (5.B.3)29 as of Apr 29, 2026
Mar 28, 202420 then
Employees (5.A)60 as of Apr 29, 2026
Mar 28, 202439 then
Private funds: no history
RAUM +30% over the last fiscal yearIARs 26 to 29offices 4 to 5
Practice profile
derived from the filing of Apr 29, 2026; every figure names its basis
Archetypes, each a printed rule
  • HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
RAUM per advisor
$132MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
64derivedindividual and HNW clients (5.D) over advisors
Average HNW client
$3.4MderivedHNW RAUM over HNW clients
Average account
$597,372derivedRAUM over accounts (5.F.2.f)
Discretionary
99%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
1.7derivedItem 5.A over advisors
Advisors per office
5.8derived6 offices incl. principal (1.F.5)
RAUM growth, one year
+30%derivedbetween the last two annual amendments
Advisor growth, one year
+12%derivedItem 5.B.3 between annual amendments
Client growth, one year
+18%derived
Compensation
percentage of assets, fixed feesreportedItem 5.E
Advisory activities
financial planning, portfolio management for individuals, portfolio management for businesses and institutions, selection of other advisersreportedItem 5.G
Custody
$117M, 119 clientsreportedItem 9.A
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
  • has custody of client cash or bank accounts (9.A.1.a)
  • has custody of client securities (9.A.1.b)
  • marketing includes testimonials (5.L.1.c)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • High-net-worth individuals$3.9B84%
  • Individuals$742M16%
  • Corporations and businesses$1.0M0.0%
Individual clients
1,099reported
HNW clients
1,151reported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
7,720reported
Financial planning clients
0reported
Wrap fee programs
noreported
Custody of client assets
$117M for 119 clientsreported
Compensation
% of AUM, fixedreported
Class basis
private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
34 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
Kevin John WilsonDallas, TxSep 1, 202311 y1
Brandon M RossDallas, Tx Sep 1, 202328 y4
James Edward WarburtonCertified Financial PlannerDallas, TxSep 1, 202313 y1
Jared Thomas DavisDallas, TxSep 1, 202310 y1
Joseph Thomas CalhounCertified Financial PlannerDallas, Tx Sep 1, 202310 y1
Andrew Taylor WagnerCertified Financial PlannerHighlands Ranch, Co Sep 1, 202312 y2
Matthew Taylor DavisCertified Financial PlannerDallas, TxSep 1, 202310 y1
Jeffrey Michael SevereHighlands Ranch, Co Sep 1, 202331 y1
Markham Ray HawkinsHighlands Ranch, Co Sep 1, 202315 y1
Matthew Aaron BennettCertified Financial PlannerDallas, TxSep 1, 202314 y1
Christopher Richard MohringCertified Financial PlannerDallas, TxSep 1, 202312 y2
Timothy Russell HarderDallas, TxSep 1, 202319 y3
Larry Dale JacksonDallas, Tx Sep 5, 202323 y7
Jonathan Adam BlumenthalIrving, Tx Sep 5, 202326 y4
Bruce Francis FitzsimmonsRandolph, Nj Sep 8, 202318 y5
Brian R WeatherlyCertified Financial PlannerDallas, Tx Sep 14, 202314 y2
Carlos Garrett GuidottiHighlands Ranch, Co Jan 18, 202410 y1
Lucas BakerDallas, Tx Jan 25, 202410 y1
Colin Sam FaulkCertified Financial PlannerHouston, Tx May 22, 202411 y2
Lauren Taylor BrittHouston, Tx Aug 20, 202413 y1
Matthew Randall FrostCertified Financial PlannerDallas, Tx Aug 20, 202410 y1
John Lucas VaclavikCertified Financial PlannerDallas, Tx Nov 8, 202410 y2
Shai Matthew Spiegel BrownMorristown, Nj Mar 21, 202512 y0
Zachary Donald RumpkeHighlands Ranch, Co May 23, 202512 y1
Brady Christopher DavisDallas, TxJul 15, 202510 y0
William Warren GeistDallas, Tx Oct 1, 202513 y0
Tyler Dakota Divyesh KumarCertified Financial PlannerDallas, Tx Oct 2, 202512 y3
Chase Matthew MoodyDallas, TxFeb 12, 202610 y0
Katherine WhittelseyHighlands Ranch, Co Apr 7, 202610 y2
Aidan Fox JahnkeDallas, TxMay 14, 202611 y0
Craig Steven DamicoDallas, TxMay 29, 202610 y2
Gretchen Opal HarderDallas, Tx Jun 4, 202610 y0
Ross Austin MorrowDallas, TxAug 11, 202619 y2
James Matthew RichCertified Financial PlannerLake Hopatcong, Nj Aug 13, 202611 y2
Advisor movement
0 left, 5 joined in 12 months
net +5 in 12 months0 left in 90 days2 joined in 90 daysdeparture rate 0.0% of current headcount1 left over 36 months
Left, latest
Joined, latest
Every departureEvery arrival
Teams: two or more advisors moving together within fourteen days, from one state
    Teams outTeams in
    Private funds
    No private fund reported.
    Owners and control persons
    Schedule A and B, latest filing
    • Adam Jonathan Blumenthal · Managing Membercontrol
      since 09/2023 · owns less than 5%
    • Russell Timothy Harder · Managing Member And Chief Investment Officercontrol
      since 09/2023 · owns less than 5%
    • M Brandon Ross · Managing Member Chief Compliance Officercontrol
      since 09/2023 · owns less than 5%
    • Adam Jonathan Blumenthal · Managercontrol
      since 09/2023 · owns 75% or more of Mkbzep Corp.
    • Russell Timothy Harder · Managercontrol
      since 09/2023 · owns 75% or more of Gohgeh Inc.
    • M Brandon Ross · Managercontrol
      since 09/2023 · owns 75% or more of Sarhlr Inc.
    Entity owners
    • Gohgeh Inc. · Member
      direct · owns 10% to 25%
    • Mkbzep Corp. · Member
      direct · owns 25% to 50%
    • Quotient Wealth Intermediate · Member
      direct · owns 75% or more
    • Sarhlr Inc. · Member
      direct · owns 25% to 50%
    Related persons
    Schedule D 7.A
    • Quotient Tax Trust And Estate Services, L.P.
      insurancen
    Office movement
    IAPD branch city; joins and departures in 12 months
    OfficeAdvisorsJoinedLeftTeams outForming
    Dallas, Tx · principal35100
    Highlands Ranch, Co930
    Irving, Tx500
    Houston, Tx410
    Offices
    Schedule D 1.F, the 25 largest
    • Houston, TX10 employees
    • Highlands Ranch, CO7 employees
    • Morristown, NJ2 employees
    • San Antonio, TX2 employees
    What changed
    consecutive filings, newest first
    • Accounts · 7,421 to 7,720
      Mar 26, 2026 to Apr 29, 2026
    • HNW clients · 1,137 to 1,151
      Mar 26, 2026 to Apr 29, 2026
    • Individual clients · 1,026 to 1,099
      Mar 26, 2026 to Apr 29, 2026
    • Other offices · 4 to 5
      Mar 26, 2026 to Apr 29, 2026
    • Discretionary RAUM · $4.3B to $4.6B
      Mar 26, 2026 to Apr 29, 2026
    • HNW RAUM · $3.7B to $3.9B
      Mar 26, 2026 to Apr 29, 2026
    • Individual RAUM · $633M to $742M
      Mar 26, 2026 to Apr 29, 2026
    • Non-discretionary RAUM · $31.7M to $39.4M
      Mar 26, 2026 to Apr 29, 2026
    • RAUM · $4.3B to $4.6B
      Mar 26, 2026 to Apr 29, 2026
    • Accounts · 6,412 to 7,421
      Oct 29, 2025 to Mar 26, 2026
    • Advisory employees · 26 to 29
      Oct 29, 2025 to Mar 26, 2026
    • Corporate clients · unset to 1.0
      Oct 29, 2025 to Mar 26, 2026
    • HNW clients · 1,080 to 1,137
      Oct 29, 2025 to Mar 26, 2026
    • Individual clients · 821 to 1,026
      Oct 29, 2025 to Mar 26, 2026
    • Assets in custody · $81.7M to $117M
      Oct 29, 2025 to Mar 26, 2026
    • Employees · 51 to 60
      Oct 29, 2025 to Mar 26, 2026
    • State-registered IARs · 26 to 29
      Oct 29, 2025 to Mar 26, 2026
    • Discretionary RAUM · $3.5B to $4.3B
      Oct 29, 2025 to Mar 26, 2026
    • HNW RAUM · $3.1B to $3.7B
      Oct 29, 2025 to Mar 26, 2026
    • Individual RAUM · $411M to $633M
      Oct 29, 2025 to Mar 26, 2026
    • Non-discretionary RAUM · $37.7M to $31.7M
      Oct 29, 2025 to Mar 26, 2026
    • RAUM · $3.5B to $4.3B
      Oct 29, 2025 to Mar 26, 2026
    • Related adviser · false to true
      Oct 29, 2025 to Mar 26, 2026
    • Financial planning clients · 0 to 0
      Mar 26, 2025 to Oct 29, 2025
    • Accounts · 6,209 to 6,412
      Nov 12, 2024 to Mar 26, 2025
    • Advisory employees · 21 to 26
      Nov 12, 2024 to Mar 26, 2025
    • HNW clients · 939 to 1,080
      Nov 12, 2024 to Mar 26, 2025
    • Individual clients · 853 to 821
      Nov 12, 2024 to Mar 26, 2025
    • Assets in custody · $168M to $81.7M
      Nov 12, 2024 to Mar 26, 2025
    • Employees · 39 to 51
      Nov 12, 2024 to Mar 26, 2025
    • State-registered IARs · 20 to 26
      Nov 12, 2024 to Mar 26, 2025
    • Discretionary RAUM · $3.1B to $3.5B
      Nov 12, 2024 to Mar 26, 2025
    • HNW RAUM · $2.6B to $3.1B
      Nov 12, 2024 to Mar 26, 2025
    • Individual RAUM · $491M to $411M
      Nov 12, 2024 to Mar 26, 2025
    • Non-discretionary RAUM · $28.4M to $37.7M
      Nov 12, 2024 to Mar 26, 2025
    • RAUM · $3.1B to $3.5B
      Nov 12, 2024 to Mar 26, 2025
    • HQ city · IRVING to DALLAS
      Aug 20, 2024 to Nov 8, 2024
    • Other offices · 3 to 4
      Aug 20, 2024 to Nov 8, 2024
    • Accounts · 6,105 to 6,209
      Dec 19, 2023 to Mar 28, 2024
    • Advisory employees · 17 to 21
      Dec 19, 2023 to Mar 28, 2024
    Signals
    13 dated events
    • Joseph Conner Ward left Quotient Wealth Partners, Llc for Refined Wealth (registered 2025-08-26)
      Sep 5, 2025 · Advisor changed firm · fact
    • 2 advisors left United Capital Financial Advisors (Mandeville, LA) for Quotient Wealth Partners, LLC on the same day
      Oct 19, 2023 · Team lift-out · derived
    • 10 advisors left United Capital Financial Advisors (Irving, TX) for Quotient Wealth Partners, LLC within 6 days
      Oct 13, 2023 · Team lift-out · derived
    • 5 advisors left United Capital Financial Advisors (Highlands Ranch, CO) for Quotient Wealth Partners, LLC within 6 days
      Oct 13, 2023 · Team lift-out · derived
    • Pegasus Ventures, Llc reported succeeding to the business of Another Adviser (Form ADV Item 4)
      Sep 1, 2023 · Succession (Item 4) · fact
    • Quotient Wealth Partners, Llc reported 17 state-registered advisory representatives, up from 0 (2023-08-22 to 2023-09-01)
      Sep 1, 2023 · Advisor headcount change · derived
    • Garrett John Grafton (Chief Compliance Officer) no longer on Schedule A of Quotient Wealth Partners, Llc (listed 2023-08-22, absent 2023-09-01)
      Sep 1, 2023 · Control person left · inference
    • L. Richard Ross (Manager) no longer on Schedule A of Quotient Wealth Partners, Llc (listed 2023-08-22, absent 2023-09-01)
      Sep 1, 2023 · Control person left · inference
    • M Brandon Ross (Manager) appeared on Schedule A of Quotient Wealth Partners, Llc
      Sep 1, 2023 · Control person joined · fact
    • Russell Timothy Harder (Manager) appeared on Schedule A of Quotient Wealth Partners, Llc
      Sep 1, 2023 · Control person joined · fact
    • Adam Jonathan Blumenthal (Manager) appeared on Schedule A of Quotient Wealth Partners, Llc
      Sep 1, 2023 · Control person joined · fact
    • L. Richard Ross (Manager) appeared on Schedule A of Quotient Wealth Partners, Llc
      Aug 22, 2023 · Control person joined · fact
    • Pegasus Ventures, Llc filed its initial SEC registration (Form ADV)
      Jun 21, 2023 · First SEC registration · fact
    Across DFX
    shared identifiers only, never a name match
    No identifier-backed link to the venture, private equity, family office or sponsor graphs.
    How to reach
    public business contact points only, each with its source
    Business phone
    888-895-4797reportedpublished by the firm, firm site, Sep 15, 2026
    Website
    QuotientWealth.comreportedpublic record, Form ADV, Sep 17, 2026
    Principal office phone
    (469) 912-2522reportedpublic record, Form ADV, Apr 29, 2026
    Team page
    QuotientWealth.com/teamreportedpublished by the firm, firm site, Sep 15, 2026
    Provenance
    Form ADV
    SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
    Advisors
    IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
    Class
    Independent wealth managerderiveda rule over Items 5.D and 7.A
    RAUM per advisor
    $132Mderivedfirm RAUM over the IAPD count; not a book size
    Loaded
    Sep 14, 2026