Quantum Wealth Strategies, LLC
Firm details
- Headquarters
- ,
- CRD number
- 312748
- Website
- quantumwealthstrategies.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI58.01%
- Individuals41.99%
- Services
- Financial PlanningPortfolio Management for IndividualsPublication of Periodicals
Firm profile
FINTRXOverview
Quantum Wealth Strategies, LLC is an independent registered investment advisor organized as a limited liability company that serves individual and family clients. The firm operates with an individual owner and combines fee models—percentage of assets under management, hourly fees, and fixed fees—alongside insurance brokerage activity. Its advisory offering includes financial planning, portfolio management for individuals and small businesses, and the publication of client-facing periodicals or newsletters. The firm does not identify as an active ESG investor and is not set up as a multi-state adviser or pension consultant.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds87%
- Exchange Traded Equities9%
- Cash & Cash Equivalents4%
Contacts
2 of 2Stephen Richardson
Investment Adviser RepresentativeCRD 6530672
Angela Zangarola
FounderCRD 6543345
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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