Q WEALTH USA
personalized portfolio management

Start Your Journey

ABOUT Q WEALTH USA

Q Wealth USA Inc. is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration with the SEC does not imply a certain level of skill or training. Additional information about our firm is available on the SEC’s Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov.
Q Wealth USA Inc. delivers personalized portfolio management built around what matters most to you: your goals, your time horizon, and your risk tolerance. We believe wealth management should put clients first, and we built our firm as a considered alternative to large, one-size-fits-all institutions.

As a fiduciary, Q Wealth USA has a legal duty to act in its clients' best interests. This includes providing advice with care and loyalty, identifying and appropriately addressing conflicts of interest, and providing clients with clear information about our services, fees and investment recommendations.
‍
We serve individuals, high-net-worth individuals, charitable organizations,
and corporations.

Our
Services

We provide ongoing portfolio management tailored to each client. For every client, we build a personal Investment Policy Statement documenting your current situation, income, tax considerations, and risk tolerance, and use it to guide:
Investment strategy and personal investment policy
Asset allocation and selection
Regular portfolio monitoring and risk tolerance review
QW USA generally limits its investment advice to mutual funds, fixed income securities, real estate funds (including REITs), equities, ETFs (including ETFs in the gold and precious metal sectors), treasury inflation protected/inflation linked bonds, commodities, non-U.S. securities, venture capital funds and private placements. QW USA may use other securities as well to help diversify a portfolio when applicable.

Q Wealth USA Inc. and Quintessence Wealth are separate legal entities, each subject to its own regulatory requirements. Q Wealth USA Inc. provides investment advisory services to its U.S. clients, while Quintessence Wealth provides investment management services to Canadian and other non-U.S. clients. Your relationship is solely with Q Wealth USA Inc.

Client accounts are held in custody with Charles Schwab & Co., Inc. and are reviewed at least annually, more often if market, economic, or life events call for it.

Our fees are asset-based, billed quarterly.

Our Relationship
with Quintessence Wealth

Q Wealth USA Inc. ("QW USA") is under common ownership and control with Quintessence Wealth. Quintessence Wealth is a registered Portfolio Manager, Investment Fund Manager, Exempt Market Dealer, and Commodity Trading Manager, registered with the Ontario Securities Commission and other members of the Canadian Securities Administrators.

QW USA relies on Quintessence Wealth for substantially all of its back-office, administrative, and operational support, including accounting, finance, compliance, information technology, and human resources. QW USA does not maintain separate personnel or infrastructure for these functions. QW USA remains responsible for its own regulatory compliance and supervision.

Q Wealth USA Inc. and Quintessence Wealth are separate legal entities, each subject to its own regulatory requirements. Q Wealth USA Inc. provides investment advisory services to its U.S. clients, while Quintessence Wealth provides investment management services to Canadian and other non-U.S. clients. Your relationship is solely with Q Wealth USA Inc.

For more information about QW USA's business, fees, and conflicts of interest, please see our Form ADV available below or at www.adviserinfo.sec.gov (CRD #334008).
Form CRS – Client Relationship Summary
Form ADV Part 2AForm ADV Part 2BUS Privacy Statement