{
  "crd_number": 307358,
  "slug": "quantum-private-wealth-llc-tampa-fl-307358",
  "primary_business_name": "QUANTUM PRIVATE WEALTH, LLC",
  "legal_name": "QUANTUM PRIVATE WEALTH, LLC",
  "dbas": [],
  "city": "Tampa",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "45300",
  "metro": {
    "cbsa_code": "45300",
    "common_name": "Tampa",
    "msa_name": "Tampa-St. Petersburg-Clearwater, FL",
    "path": "/advisors/fl/tampa"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2020-03-09",
  "years_registered": 6,
  "period": "2026-10-01",
  "filing_date": "2026-07-22",
  "carried_forward": false,
  "raum_total": 417996028.0,
  "raum_discretionary": 417996028.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 5,
  "advisory_employees": 4,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 12910927.0,
      "count": 33
    },
    "pension_profit_sharing": {
      "raum": 4900000.0,
      "count": 2,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 400185101.0,
      "count": 57
    }
  },
  "compensation_types": [
    "commissions",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "FL",
    "IL",
    "MI",
    "MN",
    "NE",
    "TX"
  ],
  "websites": [
    "https://quantumprivatewealth.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/307358",
  "city_as_filed": "TAMPA",
  "url": "https://advisorcensus.com/firm/quantum-private-wealth-llc-tampa-fl-307358",
  "display_name": "Quantum Private Wealth, LLC",
  "summary": "Quantum Private Wealth, LLC is an SEC-registered investment advisory firm in Tampa, FL, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 22, 2026.",
  "citation": "AdvisorCensus. Quantum Private Wealth, LLC (CRD 307358): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Commissions"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Quantum Private Wealth, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Quantum Private Wealth, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; commissions."
    },
    {
      "q": "Where is Quantum Private Wealth, LLC located?",
      "a": "Quantum Private Wealth, LLC's principal office is in Tampa, FL, according to its Form ADV."
    },
    {
      "q": "Is Quantum Private Wealth, LLC registered with the SEC or a state?",
      "a": "Quantum Private Wealth, LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 307358."
    },
    {
      "q": "How much does Quantum Private Wealth, LLC manage?",
      "a": "Quantum Private Wealth, LLC reports $417,996,028 in regulatory assets under management in its Form ADV filing dated July 22, 2026 (100% discretionary)."
    },
    {
      "q": "How have Quantum Private Wealth, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Quantum Private Wealth, LLC: Regulatory assets under management: $340,000,000 in the October 2021 data and $417,996,028 in the October 2026 data, up 23%. Total employees: 3 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Quantum Private Wealth, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (57); individuals (other than high net worth individuals) (33); pension and profit sharing plans (but not the plan participants or government pension plans) (2)."
    },
    {
      "q": "Which custodians does Quantum Private Wealth, LLC use?",
      "a": "Quantum Private Wealth, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Quantum Private Wealth, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/307358"
    },
    {
      "q": "Does Quantum Private Wealth, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 2, 2026 says: \"Quantum Private Wealth generally requires minimum investable assets of $5,000,000. Quantum Private Wealth, in its sole discretion, may waive the required minimum.\""
    },
    {
      "q": "What changed in Quantum Private Wealth, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 1 to 4. Regulatory assets under management went from $375,509,248 to $417,996,028 (+11%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 340000000.0,
      "total_employees": 3,
      "filing_date": "2021-04-09"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 326410149.0,
      "total_employees": 5,
      "filing_date": "2022-06-14"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 256833609.0,
      "total_employees": 3,
      "filing_date": "2023-09-07"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 307792775.0,
      "total_employees": 3,
      "filing_date": "2024-09-23"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 375509248.0,
      "total_employees": 5,
      "filing_date": "2025-04-24"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 417996028.0,
      "total_employees": 5,
      "filing_date": "2026-07-22"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 1 to 4.",
        "Regulatory assets under management went from $375,509,248 to $417,996,028 (+11%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 2, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$5,000,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $5,000,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "Quantum Private Wealth generally requires minimum investable assets of $5,000,000. Quantum Private Wealth, in its sole discretion, may waive the required minimum."
        ]
      }
    ],
    "quotes": [
      "Quantum Private Wealth generally requires minimum investable assets of $5,000,000. Quantum Private Wealth, in its sole discretion, may waive the required minimum."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/quantum-private-wealth-llc-tampa-fl-307358.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 33,
      "fewer_than_5": false,
      "raum": 12910927.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 57,
      "fewer_than_5": false,
      "raum": 400185101.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 2,
      "fewer_than_5": true,
      "raum": 4900000.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/307358",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}