FOUR QUADRANT WEALTH ADVISORS, INC.
  • FOUR QUADRANT WEALTH ADVISORS, INC.
  • FOUR QUADRANT ADVISORY
  • FOUR QUADRANTS
  • FOUR QUADRANT WEALTH ADVISORS
  • FOUR QUADRANT ADVISORY COMPANIES

Adviser Profile

As of Date 02/18/2026
Registration SEC, Approved, 07/01/2022
Other registrations (5)
ADV Location CARMEL, IN, United States
Contact Info 877 xxxxxxx
Websites
AUM* 219,022,260 62%
of that, discretionary 219,022,260 62%
Number of Employees 34 36%
of those in investment advisory functions 6
Private Fund GAV* 0
Avg Account Size 396,779 33%
% High Net Worth 62.00% 79%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

219M 188M 156M 125M 94M 63M 31M
2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Similar advisers

Adviser Hedge Fund Liquidity Fund Private Equity Fund Real Estate Fund Securitized Asset Fund Venture Capital Fund Other Fund Total Private Fund GAV AUM #Funds
Adviser HBKS WEALTH ADVISORS Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM7.7b #Funds-
Adviser WEALTHBRIDGE CAPITAL MANAGEMENT, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM709.7m #Funds-
Adviser PEAK FINANCIAL MANAGEMENT INC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM534.4m #Funds-
Adviser PACIFIC WEALTH MANAGEMENT Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM371.9m #Funds-
Adviser FOCUS FINANCIAL ADVISORS Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM127.4m #Funds-
Adviser MA PRIVATE WEALTH, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM686.0m #Funds-
Adviser BRIDGEWORTH WEALTH MANAGEMENT Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM2.0b #Funds-
Adviser GOLD MEDAL WATERS, INC. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM285.6m #Funds-
Adviser CONFIDENCE WEALTH MANAGEMENT, INC. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM454.1m #Funds-
Adviser MURPHY & SYLVEST Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM425.7m #Funds-