QuadCap Wealth Management, LLC is a boutique financial planning firm located in Frisco, Texas. At QuadCap Wealth Management, we provide a truly personal, proactive, and comprehensive financial planning service to individuals and families. With a true passion for our work, our goal is to build lifelong relationships with our unparalleled level of service and quality of advice. The QuadCap founders possess a unique blend of investment experience. This combination of traditional and non-traditional backgrounds allow us to view the marketplace with truly open eyes. With this perspective, we are able to create a diverse asset mix with vetted and evaluated products for the individual investor. Visit our website for more information.
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The QuadCap Wealth Management, LLC annual revenue was $138.5 million in 2026.
Cortnie Lomas Rodriguez is the Partner and Senior Vice President of QuadCap Wealth Management, LLC.
22 people are employed at QuadCap Wealth Management, LLC.
QuadCap Wealth Management, LLC is based in Frisco, Texas.
The NAICS codes for QuadCap Wealth Management, LLC are [561, 56111, 5611, 56, 561110].
The SIC codes for QuadCap Wealth Management, LLC are [87, 874, 736, 73].