Quantum Private Wealth, LLC
● SEC registered since 2020CRD 307358SEC# 801-118195Tampa, FL
Reg. AUM
$418M
Employees
6
Accounts
372
Location
Tampa, FL
Quantum Private Wealth, LLC assets under management
Quantum Private Wealth, LLC operates as an SEC-registered investment adviser based in Tampa, FL. The firm has been registered since 2020. It reports $418 million in regulatory assets under management and employs 6 people.
Quantum Private Wealth, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James Marshall Perkins Control | President And Chief Compliance Officer | Over 75% | 2020 |
Frequently asked questions
How much does Quantum Private Wealth, LLC manage?
Quantum Private Wealth, LLC reports $418 million in regulatory assets under management on its Form ADV.
How many employees does Quantum Private Wealth, LLC have?
Quantum Private Wealth, LLC reports 6 employees.
Where is Quantum Private Wealth, LLC located?
Quantum Private Wealth, LLC is based in Tampa, FL and has been SEC-registered since 2020.
Does Quantum Private Wealth, LLC disclose fund performance?
Quantum Private Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 400 N. Ashley Drive, Suite 1900, Tampa, FL 33602 |
| Phone | 847-474-1400 |
| Fax | 847-474-1400 |
| Office hours | 8:00a.m. To 4:00p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$418M▲ 36%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 53%
Larger than 47% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$418Mregulatory AUM
Discretionary $418M