# Quantum Private Wealth, LLC

> 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.

- CRD: 307358
- Filed as: QUANTUM PRIVATE WEALTH, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Tampa, FL
- Filing period: October 2026
- Form ADV filing dated: July 22, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/307358
- AdvisorCensus page: https://advisorcensus.com/firm/quantum-private-wealth-llc-tampa-fl-307358

## Quick answers

**How is Quantum Private Wealth, LLC compensated?**
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.

**Where is Quantum Private Wealth, LLC located?**
Quantum Private Wealth, LLC's principal office is in Tampa, FL, according to its Form ADV.

**Is Quantum Private Wealth, LLC registered with the SEC or a state?**
Quantum Private Wealth, LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 307358.

**How much does Quantum Private Wealth, LLC manage?**
Quantum Private Wealth, LLC reports $417,996,028 in regulatory assets under management in its Form ADV filing dated July 22, 2026 (100% discretionary).

**How have Quantum Private Wealth, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Quantum Private Wealth, LLC serve?**
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).

**Which custodians does Quantum Private Wealth, LLC use?**
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.

**Does Quantum Private Wealth, LLC report any disciplinary disclosures?**
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

**Does Quantum Private Wealth, LLC state an account minimum?**
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."

**What changed in Quantum Private Wealth, LLC's recent Form ADV filings?**
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%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Commissions

### Fees and minimums (Form ADV Part 2A brochure dated March 2, 2026)

- Account minimum: $5,000,000 (the brochure says it may be waived or negotiated)

> Quantum Private Wealth generally requires minimum investable assets of $5,000,000. Quantum Private Wealth, in its sole discretion, may waive the required minimum.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $417,996,028
- Discretionary: $417,996,028
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 33 | $12,910,927 |
| High net worth individuals | 57 | $400,185,101 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $4,900,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2020 (6 years)
- Employees: 5 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, FL, IL, MI, MN, NE, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- quantumprivatewealth.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $340,000,000 | 3 | April 9, 2021 |
| October 2022 | $326,410,149 | 5 | June 14, 2022 |
| October 2023 | $256,833,609 | 3 | September 7, 2023 |
| October 2024 | $307,792,775 | 3 | September 23, 2024 |
| October 2025 | $375,509,248 | 5 | April 24, 2025 |
| October 2026 | $417,996,028 | 5 | July 22, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 1 to 4.
- Regulatory assets under management went from $375,509,248 to $417,996,028 (+11%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Quantum Private Wealth, LLC (CRD 307358): Form ADV filing data as of October 2026.