QUARTERMASTER WEALTH MANAGEMENT, LLC
SEC file number 801-77672
· CHARLOTTE, NC
https://quartermaster.house ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$15.5M
Discretionary AUM
$15.4M
Employees
5
Clients
200
Firm
- Address
- 124 FLOYD SMITH DRIVE, SUITE 325
CHARLOTTE, NC 28262 - Phone
- —
- Website
- https://quartermaster.house
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed May 2, 2026
Possible Form D name matches (not verified)
- RLS Wealth Management LP LLC Medium name-match confidence · CIK 2138502 · NC
- Highwater Wealth Management LLC\DE Medium name-match confidence · CIK 2139770 · CA
- Cantata Wealth Management, LLC Medium name-match confidence · CIK 2051140 · FL
-
Highwater Wealth Management LLC\DE · D · Jun 24, 2026
-
RLS Wealth Management LP LLC · D · Jun 4, 2026$1.2M
-
Cantata Wealth Management, LLC · D/A · Oct 10, 2025$2M
-
Cantata Wealth Management, LLC · D · Feb 19, 2025$2M