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QUANTUM PRIVATE WEALTH, LLC
CRD 307358 · SEC 801-118195
400 N. ASHLEY DRIVE, SUITE 1900, TAMPA, FL, 33602, United States
Phone
847-474-1400
Fax
847-474-1400
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$418.0M
Discretionary AUM
$418.0M
Team
6 total employees; 4 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Commissions
Org form
Limited Liability Company
Filing date
2026-03-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 33 | $12.9M |
| High net worth individuals | 57 | $400.2M |
| Pension/profit sharing plans | 2 | $4.9M |
States served
AZ, CA, IL, MI, MN, NE, TX, FL
All web addresses on file
Official SEC filing: View on IAPD