$70.1M Total AUM
$69.9M Disc. AUM
-- 3Y CAGR
1 Employees
37 ADV. Clients
5 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- Vector primeElement harbor
- Established Date
- 03-15-2021
- Office Locations
- 1
Office Locations
-- Cincinnati OH
About Quiet Wealth Management
Quiet Wealth Management is an independent, fee-only RIA delivering flat-fee financial planning and ongoing wealth management with no account minimums or commissions. Based in Cincinnati, it focuses on corporate retirees nearing retirement and dual-income “wealth builders,” using long-term, risk-aware portfolio construction often implemented with ETFs.
Team overview
39 AVG AGE
$70.1M AVG AUM / ADVISOR
$1.9M AVG AUM / CLIENT
5.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Vital Capital frontier
Client Personas
Vector foundation
Custodian
Prime
Investment Themes
Summit catalyst Pathway Pioneer alpha Frontier
Investment Vehicles
Insight atlas Quantum
Services
Summit Eagle Unison pathway Insight Momentum focus Fusion Matrix frontier Radial Atlas Vector ember Vertex summit
Technology
Frontier Summit bridge
Owner & Executives
CURTIS TODD BAILEY
Chief Compliance Officer, Financial Advisor, FOUNDER
- CRD
- #5014400
- Ownership
- 75% or more
(352) 400-5172
ember.fusion@harborcapital.com
in linkedin.com/in/crest-bridge
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $69,929,858 | -- |
| Non-Discretionary | $158,553 | -- |
| Total | $70,088,411 | -- |
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Separately Managed Accounts
Total SMA Asset: $70,088,411
Equity - Exchange:
44.5% Cash:
55.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,117,521,782 | 44.5% |
| Cash | $3,888,145,143 | 55.5% |
| Total | $7,005,666,925 | 100.0% |