Overview
Assets Under Management: $219 million
Headquarters: CARMEL, IN
High-Net-Worth Clients: 62
Average Client Assets: $3 million
Frequently Asked Questions
FOUR QUADRANT WEALTH ADVISORS, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #130753), FOUR QUADRANT WEALTH ADVISORS, INC. is subject to fiduciary duty under federal law.
FOUR QUADRANT WEALTH ADVISORS, INC. is headquartered in CARMEL, IN.
FOUR QUADRANT WEALTH ADVISORS, INC. serves 62 high-net-worth clients according to their SEC filing dated February 18, 2026. View client details ↓
According to their SEC Form ADV, FOUR QUADRANT WEALTH ADVISORS, INC. offers financial planning and portfolio management for individuals. View all service details ↓
FOUR QUADRANT WEALTH ADVISORS, INC. manages $219 million in client assets according to their SEC filing dated February 18, 2026.
According to their SEC Form ADV, FOUR QUADRANT WEALTH ADVISORS, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 62
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 93.37
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 552
Discretionary Accounts: 552
Regulatory Filings
CRD Number: 130753
Filing ID: 2043532
Last Filing Date: 2026-02-18 09:09:38