Kimberly Helm
PartnerQuantum Financial Advisors, LLCCRD 6941559
About Kimberly Helm
Kimberly Helm is listed as Partner at Quantum Financial Advisors, LLC in Santa Monica, CA. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of Quantum Financial Advisors, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Kimberly Helm work?
Kimberly Helm is listed as Partner at Quantum Financial Advisors, LLC on SEC Form ADV.
How much of Quantum Financial Advisors, LLC does Kimberly Helm own?
Form ADV reports a beneficial ownership band of Under 5%.
Quantum Financial Advisors, LLC
| Title | Partner |
| Ownership | Under 5% |
| Control person | No |
| Since | 2026 |