Four Quadrant Wealth Advisors, Inc.
Four Quadrant Wealth Advisors, Inc. is an SEC-registered wealth manager in Carmel, IN with $219.0M assets under management (AUM, regulatory AUM), +27% over one year. See who owns Four Quadrant Wealth Advisors, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 130753, SEC 801-126014, data through 2026-02-18.
- AUM (assets under management / regulatory AUM)
- $219.0M (2026-02-18)
- Firm type
- Wealth Manager
- Location
- Carmel, IN
- Employees
- 34
- Clients
- 100
- CRD
- 130753
- Ownership
- SMITH, JASON, RYAN; BAXTER, BROGAN, D
How much AUM does Four Quadrant Wealth Advisors, Inc. have?
Four Quadrant Wealth Advisors, Inc. reported $219.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-18).
Who owns Four Quadrant Wealth Advisors, Inc.?
Disclosed owners and executives of Four Quadrant Wealth Advisors, Inc. include SMITH, JASON, RYAN, BAXTER, BROGAN, D. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.