Quantum Private Wealth, LLC

RIASEC Registered

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 that began SEC registration in 2020. The firm is organized as an LLC with individual ownership and acts as a capital allocator for both high-net-worth individuals and institutional clients. Its service mix includes financial planning, portfolio management for individuals and small businesses, pension consulting, and selection of other advisers. The firm also operates as an insurance broker and charges fees through a combination of percentage-of-AUM, hourly billing, and commissions. The firm does not identify as an active ESG investor.