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Home > Retirement Planners > florida > tampa > QUANTUM PRIVATE WEALTH, LLC
QUANTUM PRIVATE WEALTH, LLC
400 N. Ashley Drive
Suite 1900
Tampa, Florida 33602
Tel: 847-474-1400
About QUANTUM PRIVATE WEALTH, LLC
QUANTUM PRIVATE WEALTH, LLC, formally registered with the SEC as QUANTUM PRIVATE WEALTH, LLC. The firm was established in 03/09/2020. They have over 5 offices throughout the country.
QUANTUM PRIVATE WEALTH, LLC is a Tampa, Florida based Financial Planning firm with nearly $307,792,775 assets under management, offering retirement planning & investment advisory services to 350 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 307358 |
| SEC# | 801-118195 |
| Assets Managed by Firm | $307,792,775 |
| No. of Clients | 350 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Other (FINANCIAL CONSULTING SERVICES & FAMILY OFFICE AND WEALTH PLANNING)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 350 | $307,792,775 |
| Individuals (other than high net worth individuals) | 27 | $14,862,280 |
| High net worth individuals | 47 | $289,026,264 |
| Pension and profit sharing plans | 4 | $3,904,231 |
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