William Warren Geist
Financial advisor at Quotient Wealth Partners, LLC · Highlands Ranch, CO
Last updated 2026-10-10
Claim your profileWilliam Warren Geist is a financial advisor at Quotient Wealth Partners, LLC in Highlands Ranch, CO, CRD 8104638. Licenses and exams on the registration: Series 65. IAPD registration began 2025-10-01.
Registration
- CRD number
- 8104638
- Registration status
- Active
- IAPD registration
- 2025-10-01
- Industry Experience
- 1 year
- Work Experience
- 13 years
- States registered
- CO, TX
Licenses and exams
- Series 65
Work history
- 2024-06 to Present · Quotient Wealth Partners, LLC · Highlands Ranch, CO
- 2021-08 to 2024-01 · Refijet · Greenwood Village, CO
- 2020-10 to 2021-08 · Einsten Bros Bagels · Denver, CO
- 2019-08 to 2020-01 · Denver Broncos · Denver, CO
- 2018-06 to 2019-08 · Smitten Ice Cream · San Francisco, CA
- 2017-09 to 2020-12 · University of Colorado Denver · Denver, CO
- 2013-09 to 2017-06 · Ruth Asawa School of the Arts · San Francisco, CA
- 2024-02 to 2024-05 · Unemployed · Denver, CO
Current employment
- Quotient Wealth Partners, LLC · Dallas, TX
Quotient Wealth Partners, LLC
- Regulatory AUM
- $4,913,256,631
- Registered advisors
- 36
- Offices
- 12
- Clients per advisor
- 65.4 (Moderate)
- Average AUM per client
- $2.1M (Low)
- High-net-worth client ratio
- 49.6% (Moderate)
Quotient Wealth Partners, LLC: advisors, services and reported ETF investments
About
William Warren Geist is a financial advisor at Quotient Wealth Partners, LLC in Highlands Ranch, CO. Reported securities licenses include Series 65. The latest record indicates 1 year of industry experience and 13 years of reported work history. Reported roles include Unemployed, Refijet, Einsten Bros Bagels, University of Colorado Denver, among others.
Quotient Wealth Partners, LLC's firm-level Form ADV reports 36 advisors across 12 offices; approximately 65.4 clients per advisor, average assets per client of $2,086,309, and regulatory AUM of $4.9B; client categories including Individuals (non-HNW), High net worth individuals, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Selection of Other Advisers.
PortfolioFuture's firm-level 13F analysis covers $3.8B across 116 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to William Warren Geist personally.
Reported ETF positions
Quotient Wealth Partners reports 116 ETF positions worth $3.8B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| IVV — iShares Core S&P 500 ETF | $600.4M |
| SPYG — State Street SPDR Portfolio S&P 500 Growth ETF | $436.4M |
| FBND — Fidelity Total Bond ETF | $306.1M |
| BINC — iShares Flexible Income Active ETF | $300.8M |
| IEFA — iShares Core MSCI EAFE ETF | $256M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Quotient Wealth Partners's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $2.9M | Top 99.8% | Peer conviction 86.8% · Active return +4.88% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $2.9M | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | FESM — Fidelity Enhanced Small Cap Core ETF | $84.1M | Top 99.7% | Residual alpha +4.57% · Residual Sharpe 0.20 |
| Diversification Benefits | SMMU — Short Term Municipal Bond Active Exchange-Traded Fund | $7M | Top 92.4% | Replicability (R²) 72.4% · Residual Sharpe 0.04 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Quotient Wealth Partners, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Selection of Other Advisers
Fee options
- Percentage of Assets Under Management
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Other Investment Adviser (Incl. Financial
- Accountant or Accounting Firm
- Insurance Company or Agency
Location
8744 Kendrick Castillo Way, Highlands Ranch, CO 80129
9 advisors at this office.
Contact
The firm's filed contact details.
- Phone: (469) 912-2522
- Website: quotientwealth.com
- Youtube
Official record
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