{
  "crd_number": 336823,
  "slug": "quantum-wealth-advisors-llc-oroville-ca-336823",
  "primary_business_name": "QUANTUM WEALTH ADVISORS LLC",
  "legal_name": "QUANTUM WEALTH ADVISORS LLC",
  "dbas": [],
  "city": "Oroville",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "17020",
  "metro": {
    "cbsa_code": "17020",
    "common_name": "Chico",
    "msa_name": "Chico, CA",
    "path": "/advisors/ca/chico"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2025-09-05",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-07-16",
  "carried_forward": false,
  "raum_total": 0.0,
  "raum_discretionary": 0.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 2,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum",
    "subscription"
  ],
  "advisory_activities": [
    "financial_planning",
    "periodicals_newsletters",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 3,
  "states_registered": [
    "AZ",
    "CA",
    "FL",
    "ID",
    "LA",
    "MI",
    "NY",
    "PA",
    "TX"
  ],
  "websites": [
    "https://facebook.com/svmfin",
    "https://linkedin.com/in/steven-van-metre-b4a08b182",
    "https://stevenvanmetre.com",
    "https://x.com/MetreSteven",
    "https://youtube.com/channel/UCRIQM-CUkxVazVPv980YZsw"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/336823",
  "disclosure_items": [
    {
      "item": "11.C(1)",
      "question": "Has the SEC or the CFTC ever found that the firm or an advisory affiliate made a false statement or omission?"
    },
    {
      "item": "11.C(2)",
      "question": "Has the SEC or the CFTC ever found that the firm or an advisory affiliate was involved in a violation of SEC or CFTC regulations or statutes?"
    },
    {
      "item": "11.C(5)",
      "question": "Has the SEC or the CFTC ever imposed a civil money penalty on the firm or an advisory affiliate, or ordered the firm or an advisory affiliate to cease and desist from an activity?"
    }
  ],
  "city_as_filed": "OROVILLE",
  "url": "https://advisorcensus.com/firm/quantum-wealth-advisors-llc-oroville-ca-336823",
  "display_name": "Quantum Wealth Advisors LLC",
  "summary": "Quantum Wealth Advisors LLC is a state-registered investment advisory firm in Oroville, CA, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated July 16, 2026.",
  "citation": "AdvisorCensus. Quantum Wealth Advisors LLC (CRD 336823): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Subscription fees (for a newsletter or periodical)",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Publication of periodicals or newsletters"
  ],
  "quick_answers": [
    {
      "q": "How is Quantum Wealth Advisors LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Quantum Wealth Advisors LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; subscription fees (for a newsletter or periodical); fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Quantum Wealth Advisors LLC located?",
      "a": "Quantum Wealth Advisors LLC's principal office is in Oroville, CA, according to its Form ADV."
    },
    {
      "q": "Is Quantum Wealth Advisors LLC registered with the SEC or a state?",
      "a": "Quantum Wealth Advisors LLC is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 336823."
    },
    {
      "q": "How much does Quantum Wealth Advisors LLC manage?",
      "a": "Quantum Wealth Advisors LLC reports $0 in regulatory assets under management in its Form ADV filing dated July 16, 2026."
    },
    {
      "q": "Does Quantum Wealth Advisors LLC report any disciplinary disclosures?",
      "a": "Reports 3 disclosure items on Form ADV Item 11: yes answers to 11.C(1) (SEC or CFTC finding of a false statement or omission), 11.C(2) (SEC or CFTC finding of a violation), and 11.C(5) (SEC or CFTC civil money penalty or cease-and-desist order). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/336823"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/quantum-wealth-advisors-llc-oroville-ca-336823.md",
  "clients": [],
  "disclosure_line": "Reports 3 disclosure items on Form ADV Item 11.",
  "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/336823",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}