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Quantum Private Wealth, LLC

● SEC registered since 2020CRD 307358SEC# 801-118195Tampa, FL
Export (members)
Reg. AUM
$375.5M
Employees
5
Accounts
360
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 $375.5 million in regulatory assets under management and employs 5 people.
www.quantumprivatewealth.comView on SEC.gov ↗

Quantum Private Wealth, LLC owners & executives

2 reported
NameTitleOwnershipSince
James Marshall Perkins ControlChief Compliance OfficerOver 75%2021
James Marshall Perkins ControlPresidentOver 75%2020

Frequently asked questions

How much does Quantum Private Wealth, LLC manage?

Quantum Private Wealth, LLC reports $375.5 million in regulatory assets under management on its Form ADV.

How many employees does Quantum Private Wealth, LLC have?

Quantum Private Wealth, LLC reports 5 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

Address400 N. Ashley Drive, Suite 1900, Tampa, FL 33602
Phone847-474-1400
Fax847-474-1400
Office hours8:00a.m. To 4:00p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$350.4M
Non-discretionary$25.1M
Total (RAUM)$375.5M