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QUANTUM FINANCIAL PARTNERS LLC
CRD 138112 · SEC 801-135417
8700 INDIAN CREEK PARKWAY, SUITE 150, OVERLAND PARK, KS, 66210, United States
Phone
913-538-5753
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$148.6M
Discretionary AUM
$148.6M
Team
9 total employees; 7 advisory reps
Clients
1-10
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-06-17
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 274 | $24.4M |
| High net worth individuals | 42 | $53.6M |
| Pooled investment vehicles | 1 | $9.6M |
States served
CA, IA, KS, NE, MO, TX, FL
All web addresses on file
Official SEC filing: View on IAPD