Investment adviser · CRD 168463
QUINT INVESTMENTS AND INSURANCE
Investment adviser filing (IA)
QUINT WEALTH MANAGEMENT, INC.
WAPPINGERS FALLS, NY, United States · Form ADV filed Sep 4, 2026
- Regulatory AUM
- $110M Form ADV · Item 5.F
- Client accounts
- 771 Accounts, not individual clients
- Employees
- 9 Reported in this filing
- Advisory professionals
- 8 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 |
|---|---|---|---|
| Individuals | 386 | $80,698,268 | 73.1% |
| High-net-worth individuals | 11 | $21,273,850 | 19.3% |
| Retirement plans | 9 | $6,631,460 | 6.0% |
| Corporations & businesses | Fewer than 5 | $876,532 | 0.8% |
| Charities | Fewer than 5 | $753,601 | 0.7% |
| Other clients | Fewer than 5 | $137,758 | 0.1% |
Filing source
Form ADV 2130166 · Sep 4, 2026 · 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: Sep 4, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
210 NEW HACKENSACK ROADWAPPINGERS FALLS, NY, 12590, United States
CRD 168463
Filing source
Form ADV 2130166 · Sep 4, 2026 · 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.