1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2PROQUILITY PRIVATE WEALTH PARTNERS, LLC

Map pin
Phone702-941-7860
NotebookSEC #801-118760
Total AUM
$355.6M
Employees
6
Clients
133

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8AM TO 4PM
Monday - Friday
Phone
702-941-7860

ReceiptFinancials

Total AUM
$355.6M
Accounts
765
Discretionary
$355.6M
Accounts
765
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
75
AUM
$22.4M
HNW Individual Clients
57
AUM
$257.1M
Charitable Organization Clients
1
AUM
$76.1M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLNVORTXWAWI

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account