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Quotient Wealth Partners, LLC CRD 326819
$4.61B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
5430 Lbj Freeway Suite 1150, Dallas, TX 75240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-06-04 |
| TX | RA | APPROVED | 2026-06-04 |
Branch Locations
8744 Kendrick Castillo Way Suite 500, Highlands Ranch, CO 80129 • United States
5430 Lbj Freeway Suite 1150, Dallas, TX 75240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Quotient Wealth Partners, Llc | Highlands Ranch | CO | 08/2025 | Present |
| Quotient Wealth Partners, Llc | Highlands Ranch | CO | 06/2025 | 08/2025 |
| University Of Colorado Boulder | Boulder | CO | 09/2024 | 06/2025 |
| Colorado Longitudinal Study | Boulder | CO | 01/2024 | 09/2024 |
| University Of Colorado Boulder | Boulder | CO | 01/2023 | 01/2024 |
| Tyler'S | Southlake | TX | 07/2019 | 01/2023 |
| Dawson Middle School | Southlake | TX | 04/2016 | 08/2017 |
| Carroll High School | Southlake | TX | 08/2017 | 08/2019 |
| Carroll Senior High School | Southlake | TX | 08/2019 | 05/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-04 |
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