Quantum Financial Partners LLC
Quantum Financial Partners LLC is an SEC-registered mass-market adviser in Overland Park, KS with $148.6M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Quantum Financial Partners LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 138112, SEC 801-135417, data through 2026-06-17.
- AUM (assets under management / regulatory AUM)
- $148.6M (2026-06-17)
- Firm type
- Mass-Market Adviser
- Location
- Overland Park, KS
- Employees
- 9
- Clients
- 395
- CRD
- 138112
- Ownership
- MOORE, KENRICK, H; BAUMANN, DAVID, S; WHITE, JEFFREY, ALAN; MUSFELDT, ADAM, LOYD
How much AUM does Quantum Financial Partners LLC have?
Quantum Financial Partners LLC reported $148.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-17).
Who owns Quantum Financial Partners LLC?
Disclosed owners and executives of Quantum Financial Partners LLC include MOORE, KENRICK, H, BAUMANN, DAVID, S, WHITE, JEFFREY, ALAN, MUSFELDT, ADAM, LOYD. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.