RIA Intel›Advisers›Texas›QUANTWEALTH ADVISORS LLC

QUANTWEALTH ADVISORS LLC

Advisory

Data as of Jan 23, 2026 · Source: SEC Form ADV

Rank in TX

#2,144

of 2,813 advisers by AUM

Average account

$2M

across 10 accounts

AUM per adviser

$20M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 23, 2026.

Total AUM

$20M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$20M

Discretionary AUM$20M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients10

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

10 clients

10 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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THINK DIFFERENT WEALTH ADVISORS LLC

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JONES CAPITAL ADVISORS, LLC

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