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| Quantum Financial Planning Services Inc
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|---|---|
| CRD # | 115877 |
| SEC # | 801-110112 |
| CIK # | 0002050169 |
| AUM | 727.2 M (2025-12-19) |
| Employees | 19 (68% Investors, 0% Brokers) |
| Phone | 509-328-6653 |
| Address | 720 W Boone Ave Spokane, WA 99201 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002050169 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Lilly Eli & Co | 2.6 | ||
| Apple Inc | 2.6 | ||
| Costco Wholesale Corp /NEW | 1.8 | ||
| Microsoft Corp | 1.8 | ||
| Amazon Com Inc | 1.7 | ||
| Alphabet Inc | 1.4 | ||
| Alphabet Inc | 1.1 | ||
| Nvidia Corp | 0.9 | ||
| Glacier Bancorp Inc | 0.5 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 537 | 217.5 |
| (b) Individuals (high net worth individuals) | 253 | 498.8 |
| (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 | 0.0 |
| (h) Charitable organizations | 0 | 9.3 |
| (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 | 1.7 |
| (n) Other | 0 | 0.0 |
| Total | 3,025 | 727.2 |
| By Discretionary | ||
| Discretionary | 2,977 | 711.3 |
| Non-Discretionary | 48 | 15.9 |
| Total | 3,025 | 727.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 727.2 | |
| Total | 3,025 | 727.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002050169] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Lesko Securities Inc
✚
|
NY | 728.5 M |
|
Meadow Creek Wealth Advisors LLC
✚
|
GA | 728.0 M |
|
AAF Wealth Management LLC
✚
|
MA | 727.6 M |
|
Tradewinds Capital Management LLC
✚
|
WA | 727.3 M |
|
Silver Heights Capital Management Inc
✚
|
727.1 M | |
|
Virtus Family Office LLC
✚
|
TX | 726.9 M |
|
Smith & Howard Wealth Management LLC
✚
|
GA | 726.9 M |
|
Woodstock Wealth Management Inc
✚
|
GA | 726.6 M |
|
Renaissance Investment Group LLC
✚
|
MA | 726.1 M |
|
Bright Financial Advisors Inc
✚
|
MI | 725.5 M |