Investment adviser · CRD 166807

QUARTERMASTER WEALTH MANAGEMENT, LLC

Investment adviser filing (IA)

CHARLOTTE, NC, United States · Form ADV filed Aug 24, 2016

Regulatory AUM
$15.5M
Form ADV · Item 5.F
Client accounts
275
Accounts, not individual clients
Employees
4
Reported in this filing
Advisory professionals
1
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Aug 24, 2016. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets · Hourly · Fixed

Principal office

124 FLOYD SMITH DRIVE, SUITE 325
CHARLOTTE, NC, 28262, United States

CRD 166807

Filing source

Form ADV 1036613 · Aug 24, 2016 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.