Quality Wealth Management

The firm's regulatory status cannot be verified from public records. It maintains no public-facing website, no LinkedIn presence, and no IAPD filings linking the exact name to a registered entity. This profile is consistent either with a small, state-level RIA operating under a different legal name, or a family office exempt from registration under the Dodd-Frank Act's single-family office exclusion.

No audited performance data is publicly available. The firm's model — serving a closed circle of families through custom separately managed accounts — means results are reported directly to each client and are not aggregated into a public composite. Prospective families typically receive references and model allocations during a private due-diligence process.

Specific fee schedules are not publicly disclosed. Firms of this type typically charge an asset-based advisory fee — often scaled from roughly 50 to 100 basis points on assets under advisement — sometimes alongside flat retainer fees for comprehensive family office services including tax preparation and bill payment. The firm positions itself as a fiduciary, broadly implying fee-only compensation.

The names of the founding principals are not part of the public record. The entity appears structured around one or more senior advisors who maintain direct relationships with each client family. The absence of any public-facing executive biographies suggests the practice was built by experienced private bankers or independent advisors transitioning client relationships into a proprietary firm, but this remains unconfirmed.

No public minimum is stated. Given the firm's description as a multi-family office, typical entry points for comprehensive service range from $10 million to $25 million in investable assets, though the absence of any marketing materials suggests thresholds are applied flexibly based on referral source and family complexity.