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QUANTUM PORTFOLIO MANAGEMENT, LLC

NEW YORK, NY · CRD 326280 · IAPD ↗ · qmpm.com · 212-466-6760

$339.6MRegulatory AUM
6Advisory reps
7Employees
0Clients
n/aPlanning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — QUANTUM PORTFOLIO MANAGEMENT, LLC grew from 4 to 6 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
58
April 2025 — QUANTUM PORTFOLIO MANAGEMENT is now doing business as QUANTUM PORTFOLIO MANAGEMENT, LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
73
April 2024 — QUANTUM PORTFOLIO MANAGEMENT reported RAUM up 502% ($61.7M -> $370.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
February 2024 — QUANTUM PORTFOLIO MANAGEMENT notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
February 2024 — QUANTUM PORTFOLIO MANAGEMENT added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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