Quadrant Private Wealth Management, LLC

Public-record details

Address

3850 Sierra Circle, Ste 300, Center Valley, PA 18034

Phone

(610) 849-2743

Listed under

Financial planning, Hourly fees, Flat / fixed fees, % of assets managed

CRD number

277044

Registration

SEC registered since 2015-07-01

Compensation (Form ADV 5.E)

Percentage of assets under management; Hourly charges; Fixed fees; Other (Revenue Sharing With Our Affiliate, Focus Risk Solutions.)

Commissions

None reported (Form ADV Item 5.E)

Services (Form ADV 5.G)

Financial planning; Portfolio management for individuals/small businesses; Selection of other advisers

Regulatory assets under management

$2.1 billion

Accounts managed

3,076

Clients reported (Form ADV 5.D)

883

Individual / high-net-worth clients

481 / 394

Employees

19

Other business activities (Form ADV 6.A)

Also active as: broker-dealer, insurance broker or agent, other financial product salesperson

Disclosures reported on Form ADV

None reported

Latest Form ADV filing

2026-04-01

SEC registered investment adviser, CRD 277044, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

• SEC IAPD summary for CRD 277044 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
• FINRA BrokerCheck — look up the individual advisers at this firm.
• Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.