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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 08-24-2023
- Office Locations
- 10
Office Locations
About Quotient Wealth Partners, LLC
Quotient Wealth Partners is an SEC-registered RIA delivering individual wealth management and workplace financial planning programs. The team provides planning-led advice spanning retirement, tax planning and distribution strategies, estate and insurance/risk management, plus personalized investment solutions. Serves executives, corporate employees, retirees, affluent families, and business owners; custodies with Schwab and Fidelity.
Reported data analysis
What the numbers show
Between October 29, 2025 and April 29, 2026, reported AUM increased 30.3%, from $3.5B to $4.6B.
Across 4 reported observations, AUM increased 53.7% between December 19, 2023 and April 29, 2026, from $3.0B to $4.6B.
Of the latest reported AUM, 99.1% is discretionary and 0.9% is non-discretionary.
The firm reports 29 advisory representatives and 2,251 clients, or 77.6 clients per representative. That equates to $2.0M in reported AUM per client.
The profile lists 10 reported office locations and 3 years in operation. The source data was last updated on April 29, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Quotient Wealth Partners, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JONATHAN ADAM BLUMENTHAL
Founder, Managing Member
- CRD
- #4080699
- Ownership
- Less than 5%
TIMOTHY RUSSELL HARDER
Chief Investment Officer, Founder, Managing Member
- CRD
- #2398163
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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LUCAS BAKER
Wealth Advisor
- CRD
- #7115456
MATTHEW AARON BENNETT
Wealth Advisor
- CRD
- #6122751
Showing 2 of 35 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,572,312,757 | $600,356 |
| Non-Discretionary | $39,395,891 | $378,807 |
| Total | $4,611,708,648 | $597,372 |
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Separately Managed Accounts
SMA allocation detail is available
Quotient Wealth Partners, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Quotient Wealth Partners, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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