Quantwealth Advisors LLC

The firm provides discretionary and non‑discretionary asset management and ongoing portfolio management to individuals, with a primary focus on high‑net‑worth clients. It delivers services by documenting client goals, time horizons, and risk tolerance and by monitoring and rebalancing portfolios on an ongoing basis.

Its investment process relies on quantitative and traditional methods described in the brochure — including Monte Carlo analysis, Modern Portfolio Theory, fundamental and charting analysis — and employs a broad set of strategies (long and short positions, options, derivatives, REITs, private placements and other alternatives) with quarterly account reviews. The firm operates as a small, boutique adviser (one registered advisor, roughly $20.14 million in AUM and about ten client relationships) and generally requires a $500,000 account minimum.

Notable features that differentiate the firm from many peers include its disclosed use of client testimonials in marketing and its concentrated client mix focused on high‑net‑worth individuals rather than lower‑balance retail clients. The brochure also discloses that principals maintain outside business activities (including real estate) and that the firm does not aggregate trades across accounts and does not vote client proxies (clients receive and vote their own proxy materials).