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- Custodian
- Bank OF America · Charles Schwab & Company · Merrill Lynch
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-01-2024
- Office Locations
- 1
Office Locations
About Quantwealth Advisors LLC
QuantWealth Advisors is a fee-only, independent RIA and fiduciary providing total wealth management and comprehensive investment management for individuals, including working professionals with concentrated cash, single-stock, or mega-cap tech exposure. The firm builds institutional-style portfolios with a valuation-driven approach, tax-aware implementation, and use of diversified, uncorrelated and private/alternative assets to manage volatility. Founded by former Merrill Lynch commodity index head trader Mukul Khandelia.
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Owner & Executives
MUKUL KHANDELIA
Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member
- CRD
- #5726685
- Ownership
- 50% but less than 75%
NEHA RAJGARHIA
Managing Member
- CRD
- --
- Ownership
- 50% but less than 75%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $20,140,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $20,140,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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