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

Warmer can help you find a great advisor at MQ Private Wealth or one who fits your needs even better.

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.

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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