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Quartermaster Wealth Management, LLC (Charlotte)


Quartermaster Wealth Management, LLC is a multi-state adviser based in Charlotte. It manages $15.5 million of regulatory assets for 275 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdictions of Alabama, California, Connecticut, and 15 other states.

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Quartermaster Wealth Management provides financial planning services, portfolio management for individuals and small businesses, and asset monitoring. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Quartermaster Wealth Management: assets under management

The assets under management (AUM) of Quartermaster Wealth Management, LLC is $15.5 million. The firm's AUM has gone down by -56% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $15.41 million in discretionary accounts and $83.16 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $56.46 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $41.58 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Quartermaster Wealth Management, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
Stephen Walker Odom (Jr.) President 1 Apr 2011 50% - 75% xxx-xx-xxxx
Steven Monroe Craig Ceo 1 Apr 2011 50% - 75% xxx-xx-xxxx

Based in Charlotte

The principal office where Quartermaster Wealth Management, LLC performs its advisory services is located at 124 Floyd Smith Drive, Suite 325, Charlotte, NC 28262, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 704-490-4111 or by fax 704-490-4104. The normal business hours are by appointment only on Other. You can find more information about the New York firm at quartermasterwealth.com/com.


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