QUANTUM STRATEGIES WEALTH ADVISORY

Overview

Quantum Strategies Wealth Advisory is an independent RIA organized as an LLC that serves both high-net-worth individuals and institutional clients. The firm combines fee-based portfolio management with financial planning and insurance brokerage activities, suggesting an advisory model that integrates investment management with insurance and retirement solutions. Advisory services cover individual and small-business portfolio management, business/institutional accounts, and pension consulting. Fee arrangements include percentage-of-AUM and fixed-fee engagements. Investment emphasis skews toward public pooled vehicles—mutual funds and other public funds are the largest single asset type on its books—while the firm also deploys annuities and allocates to third-party real estate managers for alternative exposure. The presence of insurance brokerage activity implies that annuities and insurance-based solutions are offered as planned income or risk-management components alongside discretionary portfolio management.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices