QUARTERMASTER WEALTH MANAGEMENT, LLC
QUARTERMASTER WEALTH MANAGEMENT, LLC of CHARLOTTE, NC is an SEC-registered investment adviser (CRD 166807). Regulatory assets under management: $15.5M.
Registration
- CRD: 166807
- SEC file number: 801-77672
- Type: Registered investment adviser
- Location: 124 FLOYD SMITH DRIVE, SUITE 325, CHARLOTTE, NC, 28262
- Phone: 704-490-4111
- Latest filing: 2016-08-24
- Regulatory AUM: $15.5M
- Discretionary AUM: $15.4M
- Non-discretionary AUM: $83K
- Clients: 4
- Accounts: 275
Officers, owners & control persons (3)
| Name | Role | Location |
|---|
| RASMUSSEN MICHAEL | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER; PRESIDENT - CCO | CAMBRIDGE, MA |
| ODOM JR STEPHEN WALKER | PRESIDENT | — |
| CRAIG STEVEN MONROE | CEO | — |
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