QUADRANT PRIVATE WEALTH MANAGEMENT, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $2.10B |
| Discretionary | $2.09B100% of AUM |
| Non-Discretionary | $1.8M |
| Client Accounts | 3,076 |
| Avg Account Size | $681K |
| Employees | 19 |
| Peak AUM | $2.10BMar 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $2.1B | +15.6% | +13.1% | +16.1% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $2.10B |
| Discretionary | $2.09B |
| Employees | 19 |
| Client Accounts | 3076 |
| Client Range | 0 |
Contact & Location
Address
3850 SIERRA CIRCLE
CENTER VALLEY PA 18034
Phone
610-849-2743
Filing History
31 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Pension ConsultingPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$2.1B
99.9% of AUM
Non-Discretionary
$2M
0.1% of AUM
Disc. mix ▲ 0.1pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Other Registrations
Broker-DealerBanking Institution
Related Entities (Item 7)
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