MQ Private Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$77,933,474
Clients
57
Advisors
1
of 1 employees
About
MQ Private Wealth serves a mix of individual and institutional clients, providing discretionary portfolio management, comprehensive financial planning and consulting, retirement-plan advisory and administrative support, and selection and oversight of third‑party managers. Its client base ranges from high‑net‑worth families, estates and trusts to corporations, charitable organizations, other investment advisers, banking and insurance institutions, pension/profit‑sharing plans, municipal entities — and, unusually for an independent firm of this size, a sovereign wealth fund.
The firm’s investment process integrates a proprietary quantitative optimization model with fundamental and technical analysis, model‑manager selection, and both strategic and tactical asset allocation across equities, fixed income, mutual funds and ETFs. Portfolios may include alternative investments, non‑liquid private funds, and spot‑Bitcoin products when appropriate, and emphasize institutional share classes, cash management, periodic rebalancing, and manager monitoring to align with client goals and risk tolerances.
What is noteworthy is how the firm combines an advisor with CFP credentials and prior large‑firm experience, a small support staff (not a solo practitioner), and roughly $87 million in assets under management while serving an atypically broad set of institutional and charitable clients for a one‑advisor independent RIA. The offering also includes direct work with sub‑advisors, access to IPO allocations, and use of third‑party planning and estate software, reflecting a mix of institutional capabilities and bespoke services that is uncommon among peers of similar scale.
Client services
Expertise
Fee options
Flat fees up to $10,000 for standalone financial planning services
$0 - $499,999.99: 1.00% $500,000 - $999,999.99: 0.95% $1,000,000 - $1,999,999.99: 0.82% $2,000,000 - $4,999,999.99: 0.60% $5,000,000 - $9,999,999.99: 0.50% $10,000,000 - $19,999,999.99: 0.40% $20,000,000+: 0.32%
Up to $500/hour for standalone financial planning and consulting services
Fee-only: Hourly fee up to $500/hour; flat fees up to $10,000 for standalone financial planning services
Main office
3838 W Carson St., Suite 370
Torrance CA 90503
Advisors at this office
1
Most active in
California · Nevada · Texas
Also doing business as
Macro Quant Private Wealth, LLC · Mq Private Wealth
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)