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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Beacon
- Established Date
- 08-24-2023
- Office Locations
- 9
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.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
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%
Prime frontier
Legacy harbor value
- CRD
- #75939
- Ownership
- 32.6%
Showing 2 of 4 owners & executives
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LUCAS BAKER
Wealth Advisor
- CRD
- #7115456
MATTHEW AARON BENNETT
Wealth Advisor
- CRD
- #6122751
Element frontier
Ember bridge ember
- CRD
- #72274
Showing 2 of 30 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,502,492,417 | $555,334 |
| Non-Discretionary | $37,650,655 | $358,578 |
| Total | $3,540,143,072 | $552,112 |
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Separately Managed Accounts
Total SMA Asset: $3,540,143,072
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,048,542,778 | 15.6% |
| Equity - Exchange | $1,539,207,027 | 22.9% |
| Cash | $1,223,299,908 | 18.2% |
| Corporate - Investment Grade | $1,129,199,915 | 16.8% |
| Municipal Bonds | $1,781,178,439 | 26.5% |
| Total | $6,721,428,067 | 100.0% |
13F Holdings | Q4 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| DELTA MOMENTUM | UNISON HARBOR | MUGC9GGS6 | RWO | 2.78% | $1,782,897 |
| ATLAS TIMBER | RADIAL WAVE | IZEAAUCWB | VVDJ | 10.47% | $58,056,573 |
| TIMBER WAVE NORTH | DELTA FRONTIER | 29VNA4KMO | WDJPO | 3.94% | $43,711,648 |
| PATHWAY VITAL VITAL | FOUNDATION LEGACY | YQ06U9G9G | JOP | 12.58% | $21,353,199 |
| FUSION HORIZON | CREST GLACIER | YHG011AWN | TENG | 5.59% | $52,588,031 |
| FRONTIER ATLAS | OAK ATLAS | RGFU1MW2I | MJROQ | 8.24% | $9,737,480 |
| CREST LEGACY FUSION | INSIGHT MATRIX | 3O5TC0GV2 | GNJM | 8.29% | $40,058,256 |
| CREST FOUNDATION | RADIAL INSIGHT | IHCKDWTZZ | CEJY | 9.18% | $112,522,806 |