| Name | Title | Ownership | Since |
|---|---|---|---|
| Darius Geiser Gagne Control | Partner | 10-25% | 2021 |
| David Allen Dewolf Control | Partner | 10-25% | 2021 |
| Elizabeth James Greulich | Partner | 10-25% | 2022 |
Quantum Financial Advisors, LLC reports $1.2 billion in regulatory assets under management on its Form ADV.
Quantum Financial Advisors, LLC reports 16 employees.
Quantum Financial Advisors, LLC is based in Santa Monica, CA and has been SEC-registered since 2022.
Quantum Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 530 Wilshire Blvd, Ste 206, Santa Monica, CA 90401 |
| Phone | (424) 447-8268 |
| Office hours | 5-Sep |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 1929139 |
| Discloses disciplinary history | No |
| Discretionary | $1.21B |
| Non-discretionary | $16.8M |
| Total (RAUM) | $1.23B |