William Warren Geist
Investment adviser representative at Quotient Wealth Partners, LLC
13 yearsExperience
2 statesRegistered in
$4.9BFirm assets
3 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
Experience
13 years in the industry.
- Quotient Wealth Partners, LLCJun 2024 to now
- UnemployedFeb 2024 to May 2024
- RefijetAug 2021 to Jan 2024
- Einsten Bros BagelsOct 2020 to Aug 2021
- Denver BroncosAug 2019 to Jan 2020
- Smitten Ice CreamJun 2018 to Aug 2019
- University of Colorado DenverSep 2017 to Dec 2020
- Ruth Asawa School of the ArtsSep 2013 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Quotient Wealth Partners, LLC
$4.9BAssets managed
2,355Clients
34Advisers
3 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
- 8104638
- Firm CRD
- 326819