QUANTUMLEAP WEALTH MANAGEMENT, LLC

Overview

Quantumleap Wealth Management, LLC is a small, fee-based RIA that manages portfolios for individuals and small-business clients. The firm shows a clear equity preference, allocating the largest share of its investable assets to exchange-traded equities and ETFs while supplementing equity exposure with mutual funds and corporate debt. Quantumleap does not identify as an active ESG investor and operates from a single office, focusing on a concentrated client base rather than a broad multi-state footprint. Investment activity centers on model and separately managed exposures in publicly traded equities, with a degree of diversification into third‑party alternative managers for real assets. The adviser charges a percentage-of-AUM fee and provides discretionary portfolio management, which suggests ongoing rebalancing and tactical positioning within client mandates rather than a purely wrap or transactional approach.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices