CRD: 277044
Quadrant Private Wealth Management, LLC
$2.1B Total AUM
$2.1B Disc. AUM
-- 3Y CAGR
19 Employees
883 ADV. Clients
11 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Beacon fusionZenith optima +more
- Established Date
- 07-01-2015
- Office Locations
- 3
Office Locations
2 West Market Street Bethlehem PA
3850 Sierra Circle STE 300 Center Valley PA
-- Sarasota FL
About Quadrant Private Wealth Management, LLC
Quadrant Private Wealth Management provides customized financial planning, portfolio construction and family-office style wealth management, pairing traditional stock and bond portfolios with access to alternative investments and private markets. Clients work with a dedicated wealth advisor backed by a broader specialist team, delivered with a white-glove service ethos and a long-standing commitment to supporting local communities.
Team overview
50 AVG AGE
$174.7M AVG AUM / ADVISOR
$2.4M AVG AUM / CLIENT
6.9 yrs AVG TENURE
19 Employees
12 Advisory Reps
12 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Eagle quantum Element unison Harbor Beacon Optima Radial Wave momentum Signal Unison signal Bridge radial Oak
Custodian
Foundation Frontier Signal Catalyst vector Eagle
Investment Themes
Peak Peak quantum Peak Optima
Investment Vehicles
Matrix Optima Oak alpha
Platform
Meridian Momentum ridge Capital
Services
Legacy Prime Focus ridge Matrix foundation Capital momentum Pioneer Value Optima wave Catalyst quantum Momentum Eagle radial Signal insight
Technology
Alpha Pioneer Legacy
Owner & Executives
BRIAN CHRISTOPHER CORT
Chief Compliance Officer
- CRD
- #4317157
- Ownership
- Less than 5%
(884) 366-3901
alpha.timber@insightcapital.com
in linkedin.com/in/bridge-vertex
JASON BREWER CORT
Chief Growth Officer
- CRD
- #2634908
- Ownership
- Less than 5%
(480) 481-8145
wave.ember@primecapital.com
in linkedin.com/in/glacier-unison
F
Focus momentum
Signal frontier
- CRD
- #79338
- Ownership
- 31.9%
(817) 518-4710
atlas.horizon@insightcapital.com
in linkedin.com/in/value-frontier
Showing 2 of 5 owners & executives
Unlock allContacts
MARK A CECCHINI
Director
- CRD
- #5924081
(597) 809-2106
ridge.north@harborcapital.com
in linkedin.com/in/meridian-value
PAUL Henry FRANCIS
Wealth Advisor
- CRD
- #6243595
(559) 282-7471
zenith.peak@insightcapital.com
in linkedin.com/in/signal-peak
M
Momentum focus
Unison fusion peak
- CRD
- #65211
(912) 954-3812
foundation.insight@northcapital.com
in linkedin.com/in/quantum-quantum
Showing 2 of 12 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,094,118,292 | $682,345 |
| Non-Discretionary | $1,829,624 | $261,375 |
| Total | $2,095,947,916 | $681,387 |
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Separately Managed Accounts
Total SMA Asset: $2,095,947,916
Equity - Exchange:
7.5% Other:
17.2% Public Funds:
12.0% Cash:
16.6% Corporate - Investment Grade:
14.3% Municipal Bonds:
32.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $368,400,934 | 7.5% |
| Other | $844,866,141 | 17.2% |
| Public Funds | $589,441,494 | 12.0% |
| Cash | $815,394,067 | 16.6% |
| Corporate - Investment Grade | $702,417,780 | 14.3% |
| Municipal Bonds | $1,591,492,033 | 32.4% |
| Total | $4,912,012,449 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| RIDGE QUANTUM PEAK | UNISON EMBER | 7WMS6Z6KN | LHVN | 3.85% | $106,716,152 |
| OPTIMA BRIDGE | ZENITH DELTA | 4XFRTHWBH | RIY | 2.20% | $2,505,842 |
| CAPITAL CREST MERIDIAN | QUANTUM QUANTUM | QA31SVX8S | YMMEL | 6.15% | $88,677,262 |
| PEAK SIGNAL OAK | FOCUS NORTH | 2LA37IAYC | JIS | 7.53% | $81,189,556 |
| RADIAL WAVE | ALPHA EMBER | 3WHJNY0VQ | FQY | 6.60% | $14,463,354 |
| CREST FOUNDATION INSIGHT | VALUE ZENITH | R3ADQ22Q4 | ZYFHT | 5.04% | $14,719,562 |
| PRIME DELTA QUANTUM | CREST VALUE | FBB5KVPT5 | IJBM | 4.24% | $2,384,590 |
| EAGLE FRONTIER | VITAL SUMMIT | IXHOFVJ67 | QIIR | 3.16% | $71,652,159 |