Multi-Family OfficeRIA · CRD 155903SEC-Registered

Updated:

Quam Wealth Advisory Group

QUAM WEALTH ADVISORY GROUP LLC is an SEC-registered investment adviser with approximately $6 million in regulatory assets under management. The firm advises...

Quam Wealth Advisory Group

QUAM WEALTH ADVISORY GROUP LLC is an SEC-registered investment adviser with approximately $6 million in regulatory assets under management. The firm advises clients on investment strategies. It is subject to SEC oversight.

General information

Firm type

Multi Family Office

Frequently asked questions

What investment services does Quam Wealth Advisory Group provide?

Quam Wealth Advisory Group provides discretionary portfolio management, asset allocation, and advisory services across public equities, fixed income, private equity, hedge funds, and real estate. The firm structures investments through fund-of-funds, direct co-investments, and separate managed accounts, with a focus on Asia-Pacific markets.

How is Quam Wealth Advisory Group structured within the Quam group?

Quam Wealth Advisory Group operates as the multi-family office arm of the Quam group, a Hong Kong financial services conglomerate. The broader group includes Quam Asset Management (institutional asset management) and Quam Capital (corporate finance and brokerage), which provide deal flow and execution capabilities for the advisory group's clients.

Who are the typical clients of Quam Wealth Advisory Group?

The firm serves high-net-worth families, primarily from Greater China and Southeast Asia. It functions as a multi-family office, meaning it consolidates the investment needs of multiple families into a single advisory structure, offering institutional-grade access and pricing that individual families would not achieve alone.

Does Quam Wealth Advisory Group disclose its assets under management or client base?

No. Quam Wealth Advisory Group does not publicly disclose its AUM, number of clients, or specific portfolio holdings. This is consistent with the privacy norms of many Hong Kong-based family offices and RIAs serving ultra-high-net-worth families.

What is the investment minimum or fee structure for Quam Wealth Advisory Group?

The firm does not publicly disclose account minimums or fee schedules. As a multi-family office, it likely structures fees on a percentage-of-assets basis with potential performance fees on alternative investments, but specific terms are negotiated directly with clients.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

Need institutional-grade insight on family offices?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo

Browse by category

More Multi Family Office profiles