A complete list of active advisors currently associated with MQ Private Wealth

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The firm manages approximately $86.9 million for about 57 clients and serves individuals, high‑net‑worth families, estates, trusts, retirement plans, corporations, and charitable foundations. It offers discretionary investment management, standalone and integrated financial planning and consulting (using tools such as RightCapital and Holistiplan), retirement plan advisory and administrative services, access to third‑party managers, and estate‑planning software access. The firm’s investment process combines strategic and tactical asset allocation with a mix of quantitative, technical, and fundamental analysis, including a proprietary optimization model and model‑manager due diligence. Portfolios are built primarily with equities, fixed income, mutual funds and ETFs, and—when appropriate for a client—alternative investments (private funds, real estate, hedge funds), IPO allocations where available, and exposure to spot‑bitcoin products. What is noteworthy for a small, recently established independent adviser is its mix of institutional and non‑retail clientele uncommon for peers of similar scale: the brochure discloses relationships with sovereign wealth funds, banks or thrifts, state and municipal governments, insurance companies, other investment advisers, corporate clients, pension/profit‑sharing plans, and charitable organizations. The firm also emphasizes use of institutional share classes and operates on Schwab Advisor Services’ institutional platform for custody, trading, and practice support while retaining the ability to engage third‑party managers and recommend non‑liquid alternative investments.

To learn more about the advisors currently working at MQ Private Wealth, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Edward Yoon	Torrance, CA	13

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