RIA Intel›Advisers›Ohio›QUIET WEALTH MANAGEMENT LLC

QUIET WEALTH MANAGEMENT LLC

Advisory

OH

Data as of Mar 28, 2026 · Source: SEC Form ADV

Rank in OH

#674

of 748 advisers by AUM

Average account

$379K

across 185 accounts

AUM per adviser

$70M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 28, 2026.

Total AUM

$70M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$70M

Discretionary AUM$70M

Non-Discretionary AUM$159K

Discretionary %99.8%

Total Clients37

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InOH

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

37 clients

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

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Advisers of similar size in OH

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

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$70M

CBS FUNDING, INC.

BROADVIEW HEIGHTS, OH

$71M

GATEWAY ASSET MANAGEMENT, LLC

INDEPENDENCE, OH

$71M

TRULY PROSPER FINANCIAL PLANNING LLC

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