Quotient Wealth Partners, LLC

Quotient Wealth Partners, LLC (QWP) is a registered investment adviser based in Houston, TX, established in June 2023. The firm offers financial planning, consulting, and investment management services. QWP is owned by Brandon Ross, Jonathan Blumenthal, and Timothy Harder. As of December 6, 2023, the firm had $3,000,566,582 in assets under management, with discretionary management accounting for the majority. Clients have the discretion to engage QWP for additional services, and the firm recommends engaging its Supervised Persons for related services. QWP primarily allocates client assets among various investments, including ETFs, individual securities, mutual funds, and options, tailored to meet individual client needs and objectives. The firm may use third-party services like Dynasty Financial Partners for operational support and access to investment programs. QWP charges fixed fees for financial planning and consulting services, and annual fees based on assets under management for wealth management services. The firm may negotiate fees based on various criteria and provides detailed information on additional fees and expenses incurred by clients. QWP does not engage in performance-based fees, and clients have the option to direct brokerage transactions. The firm has a Code of Ethics in place to ensure ethical conduct and compliance with securities laws. Clients receive regular account reviews and statements from custodians. QWP does not provide compensation for client referrals and does not have custody of client funds except for limited purposes outlined in standing letters of authorization. The firm exercises investment discretion on behalf of clients and does not vote client securities. Financial information disclosures are not required as per regulatory guidelines. For more details, clients can contact QWP directly.