QUIET WEALTH MANAGEMENT

QUIET WEALTH MANAGEMENT is an SEC-registered investment adviser (CRD 312940). Regulatory assets under management: $70.1M.

Registration

• CRD: 312940
• Type: Registered investment adviser
• Phone: 513-341-8721
• Latest filing: 2026-03-28
• Regulatory AUM: $70.1M
• Discretionary AUM: $69.9M
• Non-discretionary AUM: $159K
• Clients: 1
• Accounts: 185

Business model

Compensation: Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 312940 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search