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QUADCAP WEALTH MANAGEMENT, LLC

7790 Main Street
Frisco, Texas 75033-4562
Tel: 972-818-2400

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About QUADCAP WEALTH MANAGEMENT, LLC

QUADCAP WEALTH MANAGEMENT, LLC, formally registered with the SEC as QUADCAP WEALTH MANAGEMENT, LLC. The firm was established in 04/17/2014. They have over 1 offices throughout the country.

QUADCAP WEALTH MANAGEMENT, LLC is a Frisco, Texas based Financial Planning firm with nearly $638,622,955 assets under management, offering retirement planning & investment advisory services to 1485 clients. The firm is staffed with 12 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#151490
SEC#801-79483
Assets Managed by Firm$638,622,955
No. of Clients1485
No. of Advisors12

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Selection of Other Advisors

Firm Client Information

No. of ClientsAUM
Firm Total1485$638,622,955
Individuals (other than high net worth individuals)110$26,823,747
High net worth individuals167$606,628,956
Charitable organizationsFewer than 5 clients$5,170,252

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