Quantum Private Wealth, LLC

Overview

Quantum Private Wealth, LLC is an independent registered investment adviser that combines financial planning, portfolio management for individuals and small businesses, and selection-of-adviser services with insurance brokerage capabilities. The firm serves both high-net-worth individuals/families and institutional clients and charges fees via a mix of assets-under-management percentages, hourly fees and commissions. Quantum Private Wealth operates as a capital allocator and does not position itself as an ESG-focused manager. The adviser offers discretionary portfolio management alongside pension consulting and financial planning. Its business model includes identifying and allocating to third‑party managers and insurance products, consistent with its role as both adviser and insurance broker.

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Location & Offices