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HDQ Wealth

HDQ Wealth. CRD 313427

HDQ Wealth logo

CRD: 313427

HDQ Wealth

Kansas City, MO, 64105
9132834423
hdqwealth.com
$49.2M Total AUM
$39.0M Disc. AUM
-- 3Y CAGR
4 Employees
180 ADV. Clients
5 yrs Firm Age

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Firm Details

Custodian
Assetmark · Charles Schwab & Company · John Hancock
Clients
Retail and Institutional
Platforms
PathwayMatrix +more
Established Date
03-17-2021
Office Locations
2

Office Locations

1100 Main Street Kansas City MO
78 SW 7TH ST Miami FL

About HDQ Wealth

HDQ Wealth is a holistic wealth management and financial services firm partnering with businesses and individuals—especially founders, high-net-worth families, and specialty professionals—to build durable strategies for growth and generational wealth. The firm provides asset management and investment advisory services nationally, with offices in Kansas City, Miami, and Santa Monica.

Team overview

-- AVG AGE
$12.3M AVG AUM / ADVISOR
$273.5K AVG AUM / CLIENT
2.3 yrs AVG TENURE
4 Employees
4 Advisory Reps
4 RIA Reps
5yrs Firm Age

Insights

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Asset Classes

Matrix Foundation unison Oak Matrix unison Insight unison Radial matrix Prime Eagle Fusion peak

Client Personas

Meridian Ridge foundation Peak

Custodian

Vertex Harbor Peak vertex Delta Fusion unison Fusion Legacy Summit atlas Delta Prime meridian Bridge

Investment Themes

Vector Vector wave Beacon Oak ember

Investment Vehicles

Ember zenith

Platform

Focus

Services

Peak atlas Ridge summit Alpha Foundation Wave foundation Timber Unison north Wave Capital summit Summit fusion Pioneer north

Technology

Radial Crest Beacon vital

Owner & Executives

Harrison Quinn

Harrison Quinn

Advisor, Chief Compliance Officer, Chief Executive Officer

CRD
#6668694
Ownership
75% or more
(613) 690-2643
alpha.vital@northcapital.com
in linkedin.com/in/horizon-ember

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Contacts

Austin Freed Fisher

Austin Freed Fisher

Financial Advisor

CRD
#6271564
(439) 980-3945
ember.radial@wavecapital.com
in linkedin.com/in/peak-atlas
W

WILLIAM GRAINGER

--

CRD
#8038477
(873) 596-6881
pioneer.meridian@elementcapital.com
in linkedin.com/in/horizon-prime
P

Pathway matrix

Pathway signal wave

CRD
#93462
(726) 924-7323
glacier.pathway@quantumcapital.com
in linkedin.com/in/oak-vital

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $39,035,000 --
Non-Discretionary $10,193,000 --
Total $49,228,000 --

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Separately Managed Accounts

Total SMA Asset: $49,228,000

$49.2M Total SMA
Public Funds:
12.3%
Equity - Exchange:
14.1%
U.S. Government/Agency:
3.9%
Municipal Bonds:
20.8%
Equity - OTC:
5.7%
Cash:
13.2%
Corporate - Investment Grade:
8.2%
Other:
21.8%
Asset class Assets Assets %
Public Funds $871,623,176 12.3%
Equity - Exchange $999,177,787 14.1%
U.S. Government/Agency $276,368,324 3.9%
Municipal Bonds $1,473,964,394 20.8%
Equity - OTC $403,922,935 5.7%
Cash $935,400,481 13.2%
Corporate - Investment Grade $581,082,117 8.2%
Other $1,544,828,067 21.8%
Total $7,086,367,281 100.0%

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