Investment adviser · CRD 166144
QUINN WEALTH ADVISORS
Investment adviser filing (IA)
QUINN WEALTH ADVISORS, A SERIES OF INDEPEN. WEALTH PARTNERS, LLC
CHADDS FORD, PA, United States · Form ADV filed Feb 6, 2025
- Regulatory AUM
- $52M Form ADV · Item 5.F
- Client accounts
- 135 Accounts, not individual clients
- Employees
- 1 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 19 | $28,006,763 | 53.9% |
| Individuals | 61 | $23,873,429 | 46.0% |
| Charities | Fewer than 5 | $74,472 | 0.1% |
Filing source
Form ADV 1936038 · Feb 6, 2025 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe 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: Feb 6, 2025. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets
Principal office
BRANDYWINE FIVE, 1 DICKINSON DRIVE, SUITE 103CHADDS FORD, PA, 19317, United States
CRD 166144
Filing source
Form ADV 1936038 · Feb 6, 2025 · 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.