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QUANTUM PRIVATE WEALTH, LLC

TAMPA, FL · CRD 307358 · IAPD ↗ · quantumprivatewealth.com · 847-474-1400

$418.0MRegulatory AUM
4Advisory reps
5Employees
0Clients
51-100Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

71
April 2026 — QUANTUM PRIVATE WEALTH, LLC grew from 1 to 4 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
78
April 2026 — QUANTUM PRIVATE WEALTH, LLC now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM
45
June 2024 — QUANTUM PRIVATE WEALTH, LLC notice-filed in MN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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