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| Quantum Financial Advisors LLC
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|---|---|
| CRD # | 317386 |
| SEC # | 801-122978 |
| CIK # | 0001929139 |
| AUM | 1,484.1 M (2026-06-05) |
| Employees | 16 (69% Investors, 0% Brokers) |
| Phone | 424-447-8268 |
| Address | 530 Wilshire Blvd Santa Monica, CA 90401 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 34.5 | ||
| World Currency Gold Trust | 13.2 | ||
| Nvidia Corp | 7.8 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 280 | 285.0 |
| (b) Individuals (high net worth individuals) | 171 | 1,186.4 |
| (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 | 0 | 12.2 |
| (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 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 1,707 | 1,484.1 |
| By Discretionary | ||
| Discretionary | 1,675 | 1,470.5 |
| Non-Discretionary | 32 | 13.6 |
| Total | 1,707 | 1,484.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.5 | |
| United States Persons | 1,483.6 | |
| Total | 1,707 | 1,484.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001929139] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 1 (1 non-US) |
| Serves | Institutional, Retail |
| LEI | 0039599511 |
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|---|---|---|
|
Virtus Capital Advisers LLC
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|
CT | 1,492.6 M |
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Sunesis Advisors LLC
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KS | 1,484.6 M |
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Spartan Wealth Advisory Services LLC
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MI | 1,484.2 M |
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Ranger Investment Management LP
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TX | 1,483.8 M |
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Cullinan Associates Inc
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KY | 1,481.6 M |
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TBH Global Asset Management LLC
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TN | 1,481.1 M |
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TA Realty LLC
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MA | 1,476.7 M |
|
Eclectic Associates Inc
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CA | 1,473.5 M |
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Serenus Wealth Advisors LLC
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CA | 1,473.3 M |
|
HHM Wealth Advisors LLC
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TN | 1,472.0 M |