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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Quantum Financial Advisors LLC
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| CRD # | 317386 |
| SEC # | 801-122978 |
| CIK # | 0001929139 |
| AUM | $1.2 B (2025-03-18) |
| Employees | 16 (69% Investors, 0% Brokers) |
| Phone | 424-447-8268 |
| Address | 530 Wilshire Blvd Santa Monica, CA 90401 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 14.1 | ||
| Microsoft Corp | 7.3 | ||
| World Currency Gold Trust | 5.9 | ||
| Nvidia Corp | 5.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 268 | 238.1 |
| (b) Individuals (high net worth individuals) | 158 | 980.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 11.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,601 | 1,229.9 |
| By Discretionary | ||
| Discretionary | 1,551 | 1,213.1 |
| Non-Discretionary | 50 | 16.8 |
| Total | 1,601 | 1,229.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.4 | |
| United States Persons | 1,229.5 | |
| Total | 1,601 | 1,229.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001929139] |
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|---|---|---|
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Inspirion Wealth Advisors LLC
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IL | 1.2 |
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PCM Encore LLC
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Westminster Financial Advisory Corp
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OH | 1.2 |
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Galvin Gaustad & Stein LLC
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AZ | 1.2 |
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Eclectic Associates Inc
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CA | 1.2 |