William Warren Geist

Employer firm

Quotient Wealth Partners, LLC CRD 326819

$4.61B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2024 → Present
  Quotient Wealth Partners, Llc
  Highlands Ranch, CO
• 08/2021 → 01/2024
  Refijet
  Greenwood Village, CO
• 10/2020 → 08/2021
  Einsten Bros Bagels
  Denver, CO
• 08/2019 → 01/2020
  Denver Broncos
  Denver, CO
• 06/2018 → 08/2019
  Smitten Ice Cream
  San Francisco, CA
• 09/2017 → 12/2020
  University Of Colorado Denver
  Denver, CO
• 09/2013 → 06/2017
  Ruth Asawa School Of The Arts
  San Francisco, CA
• 02/2024 → 05/2024
  Unemployed
  Denver, CO

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-10-01