# QUARTERMASTER WEALTH MANAGEMENT, LLC

QUARTERMASTER WEALTH MANAGEMENT, LLC of CHARLOTTE, NC is an SEC-registered investment adviser.

## Registration

- CRD: 166807
- Type: SEC-registered investment adviser
- SEC file number: 801-77672
- 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/166807/brochure
- Similar advisers: https://search.stillhousedata.com/firm/166807/similar
- Related entities: https://search.stillhousedata.com/firm/166807/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/166807

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.