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Qualitas Wealth Counsel (Irvine)


Qualitas Wealth Counsel is an adviser based in Irvine. It manages $5 million of regulatory assets for 40 client accounts. It has been registered with the SEC as an adviser since 2008.

Qualitas Wealth Counsel provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Qualitas Wealth Counsel: assets under management

The assets under management (AUM) of Qualitas Wealth Counsel is $5 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $5 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $125 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Qualitas Wealth Counsel for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Irvine

The principal office where Qualitas Wealth Counsel performs its advisory services is located at 18662 Macarthur Blvd Suite 350, Irvine, CA 92612, 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 949-936-2575 or by fax 949-936-2574. The normal business hours are 8:00am-5:30pm on Monday - Friday.


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