Quincy Wells Advisors, LLC
Quincy Wells Advisors, LLC is an SEC-registered mass-market adviser in Chicago, IL with $87.3M assets under management (AUM, regulatory AUM), +94% over one year. See who owns Quincy Wells Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 307477, SEC 801-118231, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $87.3M (2026-03-31)
- Firm type
- Mass-Market Adviser
- Location
- Chicago, IL
- Employees
- 22
- Clients
- 247
- CRD
- 307477
- Ownership
- NEPPEL, JOHN, PAUL; REYNOLDS, MATTHEW, MARK; GREAT POINT TRADING LLC; EVEY, THOMAS, JAMES; KARNOWSKI, PETER, HENRY
How much AUM does Quincy Wells Advisors, LLC have?
Quincy Wells Advisors, LLC reported $87.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Quincy Wells Advisors, LLC?
Disclosed owners and executives of Quincy Wells Advisors, LLC include NEPPEL, JOHN, PAUL, REYNOLDS, MATTHEW, MARK, GREAT POINT TRADING LLC, EVEY, THOMAS, JAMES, KARNOWSKI, PETER, HENRY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.