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
Website: www.quantumprivatewealth.com
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 structured as an LLC and SEC-registered since 2020. The firm acts as a capital allocator and serves both individual/family and institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting and selection of other advisers. Quantum also operates as an insurance broker and uses a fee mix that includes percentage-of-AUM billing, hourly charges and commissions. Environmental, social and governance (ESG) investing is not flagged as an active focus.