# Quantum Strategies Wealth Advisory

> Quantum Strategies Wealth Advisory is a state-registered investment advisory firm in Glen Mills, PA, registered since 2015, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 4, 2026.

- CRD: 226572
- Filed as: QUANTUM STRATEGIES WEALTH ADVISORY
- Legal name: Quantum Strategies, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Glen Mills, PA
- Filing period: October 2026
- Form ADV filing dated: February 4, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/226572
- AdvisorCensus page: https://advisorcensus.com/firm/quantum-strategies-wealth-advisory-glen-mills-pa-226572

## Quick answers

**How is Quantum Strategies Wealth Advisory compensated?**
On its Form ADV (Item 5.E, October 2026), Quantum Strategies Wealth Advisory reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Quantum Strategies Wealth Advisory located?**
Quantum Strategies Wealth Advisory's principal office is in Glen Mills, PA, according to its Form ADV.

**Is Quantum Strategies Wealth Advisory registered with the SEC or a state?**
Quantum Strategies Wealth Advisory is a state-registered investment advisory firm, registered since 2015. Status as filed: APPROVED. CRD 226572.

**How much does Quantum Strategies Wealth Advisory manage?**
Quantum Strategies Wealth Advisory reports $66,746,049 in regulatory assets under management in its Form ADV filing dated February 4, 2026 (100% discretionary).

**What types of clients does Quantum Strategies Wealth Advisory serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (16); pension and profit sharing plans (but not the plan participants or government pension plans) (10); high net worth individuals (9).

**Does Quantum Strategies Wealth Advisory report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/226572

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $66,746,049
- Discretionary: $66,746,049
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 16 | $3,558,931 |
| High net worth individuals | 9 | $29,593,175 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 10 | $33,593,943 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services

### Firm details
- Registered since: 2015 (11 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: DE, NJ, PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- quantumwealthadvisory.com
- Facebook @qs2500
- LinkedIn @9426992

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Quantum Strategies Wealth Advisory (CRD 226572): Form ADV filing data as of October 2026.