Data / Investment advisers / California / MQ Private Wealth
MQ Private Wealth, Torrance, CA: $86.9 million AUM, SEC registered investment adviser
MQ Private Wealth is an SEC registered investment adviser with its main office in Torrance, California and reports $86.9 million in regulatory assets under management in its Form ADV filed October 23, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 341042
- SEC file number
- 801-136278
- SEC status
- 120-Day Approval, effective May 15, 2026
- Legal name
- Macro Quant Private Wealth, LLC
- Main office
- 3838 W Carson St. Suite 370, Torrance, CA 90503
- Phone
- (310) 269-0869
- Website
- mqprivatewealth.com
- Regulatory AUM
- $86,902,279 in the Form ADV filed October 23, 2026
- Discretionary AUM
- $86,902,279
- Accounts
- 156
- Employees
- 1, of which 1 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 23, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 16 | $51.6 million |
| Individuals (other than high net worth individuals) | 41 | $26.3 million |
| Corporations or other businesses | 1 | $9 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| October 2, 2026 | $86.9 million | September 14, 2026 |
| June 1, 2026 | Not listed | May 18, 2026 |
Other advisers in Torrance
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Tortuga Wealth Management | Torrance | $222.9 million | Not listed | adviserinfo.sec.gov |
| Advanced Portfolio Strategies | Torrance | $217.4 million | Not listed | adviserinfo.sec.gov |
| Taylor Wealth Management, LLC | Torrance | $170.5 million | Not listed | adviserinfo.sec.gov |
| Alessandra Capital Management, LLC | Torrance | $153.5 million | Not listed | adviserinfo.sec.gov |
| South Bay Financial Partners | Torrance | $114.8 million | Not listed | adviserinfo.sec.gov |
| Pacific Growth Investors | Torrance | Not listed | 6 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Torrance, CA
- Investment advisers in California
- Advisers with $50 million to $100 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- MQ Private Wealth on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.