Quantum Private Wealth, LLC
Quantum Private Wealth, LLC is an SEC-registered wealth manager in Tampa, FL with $418.0M assets under management (AUM, regulatory AUM), +11% over one year. See who owns Quantum Private Wealth, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 307358, SEC 801-118195, data through 2026-03-02.
- AUM (assets under management / regulatory AUM)
- $418.0M (2026-03-02)
- Firm type
- Wealth Manager
- Location
- Tampa, FL
- Employees
- 6
- Clients
- 92
- CRD
- 307358
- Ownership
- PERKINS, JAMES, MARSHALL; GAMBIT, TODD, WILLIAM
How much AUM does Quantum Private Wealth, LLC have?
Quantum Private Wealth, LLC reported $418.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-02).
Who owns Quantum Private Wealth, LLC?
Disclosed owners and executives of Quantum Private Wealth, LLC include PERKINS, JAMES, MARSHALL, GAMBIT, TODD, WILLIAM. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.