Quantum Financial Advisors, LLC
● SEC registered since 2022CRD 317386SEC# 801-122978Santa Monica, CA
Reg. AUM
$1.48B
Employees
16
Accounts
1,707
Location
Santa Monica, CA
Quantum Financial Advisors, LLC assets under management
Quantum Financial Advisors, LLC operates as an SEC-registered investment adviser based in Santa Monica, CA. The firm has been registered since 2022. It reports $1.5 billion in regulatory assets under management and employs 16 people.
Quantum Financial Advisors, LLC owners & executives
11 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Adam Guadalupe Salas | Partner | Under 5% | 2026 |
| Darius Geiser Gagne Control | Partner | 10-25% | 2021 |
| David Allen Dewolf Control | Partner | 10-25% | 2021 |
See all 11 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Quantum Financial Advisors, LLC manage?
Quantum Financial Advisors, LLC reports $1.5 billion in regulatory assets under management on its Form ADV.
How many employees does Quantum Financial Advisors, LLC have?
Quantum Financial Advisors, LLC reports 16 employees.
Where is Quantum Financial Advisors, LLC located?
Quantum Financial Advisors, LLC is based in Santa Monica, CA and has been SEC-registered since 2022.
Does Quantum Financial Advisors, LLC disclose fund performance?
Quantum Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 530 Wilshire Blvd, Ste 206, Santa Monica, CA 90401 |
| Phone | (424) 447-8268 |
| Office hours | 9-5 |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 1929139 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.48B▲ 21%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 26%
Larger than 74% of 16,271 advisers
EmployeesTop 29%
More than 71% of 16,825 advisers
Assets under management
$1.48Bregulatory AUM
Discretionary $1.47BNon-discretionary $13.6M