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Andrew Taylor Wagner

Quotient Wealth Partners, LLC

Highlands Ranch, CO

Dallas, TX

CRD 6320778

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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:

Current Employers
Quotient Wealth Partners, Llc

5430 Lbj Freeway Suite 1150, Dallas, TX 75240 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2023-09-01
  • CO RA
    APPROVED
    Since 2023-09-01

Branch Locations

8744 Kendrick Castillo Way Suite 500, Highlands Ranch, CO 80129 • United States

5430 Lbj Freeway Suite 1150, Dallas, TX 75240 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Personal Capital Denver CO 04/2014 12/2017
Goldman Sachs Personal Financial Management Highlands Ranch CO 01/2018 08/2023
Quotient Wealth Partners, Llc Highlands Ranch CO 09/2023 Present
  • 04/2014 → 12/2017
    Personal Capital
    Denver, CO
  • 01/2018 → 08/2023
    Goldman Sachs Personal Financial Management
    Highlands Ranch, CO
  • 09/2023 → Present
    Quotient Wealth Partners, Llc
    Highlands Ranch, CO
Previous Registrations
Designations
  • Certified Financial Planner

View on SEC IAPD

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