Quartz Financial is a client-focused comprehensive wealth management firm specializing in Sudden Wealth. Backed by global resources, we work with you to create an integrated wealth plan, delivering independent financial advice, planning and implementation to help protect, preserve and grow your wealth. We welcome a limited number of new clients each year. Our investment minimum for new clients is $2 million, and while each client situation is unique, our clients share in the common desire of working with a firm that functions as their private family office delivering experienced and objective advice. It is important that prospective clients have both a need and readiness for comprehensive services and guidance, and whom we believe can benefit from the level of service we provide. We work closely with each client to develop a long-term partnership that will help them discover and pursue their financial, life, and legacy goals. Our clients have already attained wealth or are preparing for a significant financial windfall through an array of unique life events: Business Sale, Inheritance, IPO/Acquisition, Athlete/Performance Contract, Legal Settlement, Trust Distribution, Bonus Income, Lottery Jackpot, Retirement, Insurance Claim, Real Estate Sale, Event Winnings, and More. Our Clients Include: Sudden Wealth Recipients, Business Owners, Entrepreneurs, Retirees, Medical & Legal Professionals, and Corporate Executives --------------- Securities and Financial Planning offered through LPL Financial a Registered Investment Advisor, Member SIPC sipc.org Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: CA, CO, GA, KY, NC, TX. ---------------
View Top Employees from Quartz FinancialWebsite | http://www.quartzfinancial.com |
Revenue | $1 million |
Employees | 4 (2 on RocketReach) |
Founded | 2007 |
Address | 4201 Bee Caves Road Suite C-108, Austin, Texas 78746, US |
Phone | (512) 243-5977 |
Fax | (512) 243-6507 |
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Industry | Financial Services, Finance General, Finance |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 523 Companies, NAICS Code 52 Companies, NAICS Code 52393 Companies, NAICS Code 5239 Companies |
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The Quartz Financial annual revenue was $1 million in 2024.
David Rust is the Owner, Co-Founder, Wealth Manager, Author, Speaker of Quartz Financial.
2 people are employed at Quartz Financial.
Quartz Financial is based in Austin, Texas.
The NAICS codes for Quartz Financial are [523, 52, 52393, 5239].
The SIC codes for Quartz Financial are [628, 62].