Miguel Rundstrom-holguin
Investment adviser representative at Quadcap Wealth Management, LLC
10 yearsExperience
1 stateRegistered in
$1.3BFirm assets
12 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Quadcap Wealth Management, LLCSep 2024 to now
- Exencial Wealth AdvisorsFeb 2023 to Aug 2024
- Kohl'sDec 2022 to Feb 2023
- UnemployedApr 2022 to Dec 2022
- OncueSep 2021 to Apr 2022
- UnemployedAug 2019 to Sep 2021
- Panda ExpressJun 2019 to Aug 2019
- UnemployedJan 2019 to Jun 2019
- QdobaJul 2018 to Jan 2019
- UnemployedApr 2018 to Jul 2018
- Diamond DogsNov 2017 to Apr 2018
- UnemployedOct 2016 to Nov 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (TX).
Quadcap Wealth Management, LLC
$1.3BAssets managed
582Clients
13Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7989677
- Firm CRD
- 151490