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QUANTUM FINANCIAL PARTNERS LLC

OVERLAND PARK, KS · CRD 138112 · IAPD ↗ · quantumfinancialpartners.com · 913-538-5753

$148.6MRegulatory AUM
7Advisory reps
9Employees
0Clients
1-10Planning clients
1Private funds
8States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
October 2026 — QUANTUM FINANCIAL PARTNERS LLC notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
25
July 2026 — QUANTUM FINANCIAL PARTNERS LLC changed its website from qfp-llc.com to quantumfinancialpartners.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
44
July 2026 — QUANTUM FINANCIAL PARTNERS LLC notice-filed in CA, FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
March 2026 — QUANTUM FINANCIAL PARTNERS LLC (OVERLAND PARK, KS) is newly SEC-registered with $148.6M RAUM and 6 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.