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Quotient Wealth Partners

2806 W Bitters Rd.
Suite 111

San Antonio, TX 78248

2108171590

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About Quotient Wealth Partners

As an independent wealth management firm, we are deeply committed to helping clients, particularly corporate executives and professionals, properly plan for their financial future. We are an SEC-registered investment advisor, operating on an open architecture platform. This allows us to offer our clients a vast array of investment options and the freedom to pursue their financial future with confidence and anticipation.

See Disclosures

General Information

Firm Start Year

2023

Firm CRD#

326819

Name of Custodial Firm

Fidelity Investments

States Licensed in

All 50 States

Work with the following types of clients

Businesses, Individual Investors

Advisory Services Provided

Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Risk Management, Financial Advice & Consulting, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management

Compliance

Registered Investment Advisor

Yes

Acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Firm Information

Firm's Number of Clients

2800

Firm's Number of Planning Clients

2800

Firm's Number of Managed Clients

2800

Assets Managed by Firm

3,000,000,000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$500,000

Compensation Methods

Based on Assets, Flat Fee

Disclosures

RothIRA.org provides referrals to financial professionals. RothIRA.org is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RothIRA.org to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.rothira.org/disclosure/1891988/rothira-Quotient-Wealth-Partners-detailed-disclosure.html

Disclaimer

Quotient Wealth Partners, LLC ("QWP") is an SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. The publication of QWP's web site on the internet should not be construed by any consumer or prospective client as QWP's solicitation or attempt to affect transactions in securities, or the rendering of personalized investment advice over the internet. This communication contains certain statements that indicate future possibilities. These statements are aspirational and QWP does not guarantee any success in the services it provides. As such, there is no guarantee that any views and opinions expressed herein will come to pass. Investing involves risk of loss including loss of principal. Past investment performance is not a guarantee or predictor of future investment performance.

A copy of QWP's current written disclosure statement as set forth on Form ADV, discussing QWP's business operations, services, and fees is available from QWP upon written request or through the SEC's Investment Adviser Public Disclosure site at www.adviserinfo.sec.gov. QWP does not make any representations as to the accuracy, timeliness, suitability or completeness of any information prepared by any unaffiliated third party, whether linked to or incorporated herein. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

We are neither your attorneys nor your accountants and no portion of this material should be interpreted by you as legal, accounting or tax advice. We recommend that you seek the advice of a qualified attorney and accountant.

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