QUANTUM PRIVATE WEALTH, LLC

RIASEC RegisteredEst. 2020

Total AUM

$418M

Discretionary

$418M

100% of AUM

Avg account

$1.1M

Accounts

372

Employees

Advisory reps

Firm details

Headquarters: TAMPA, Florida
CRD number: 307358
Registered since: March 9, 2020
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Commissions
Client types: HNWI95.74%
Individuals3.09%
Pension & Profit Sharing Plans1.17%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Quantum Private Wealth, LLC is an independent registered investment adviser that began SEC registration in 2020 and is organized as an LLC with individual ownership. The firm serves both individual and family clients as well as select institutional relationships, offering financial planning, portfolio management for individuals and small businesses, pension consulting, and selection of other advisers. It also operates as an insurance broker and bills through a mix of AUM fees, hourly charges and commissions. Quantum positions itself as an allocator to third‑party managers rather than relying solely on in‑house strategies, and it does not identify as an active ESG investor.