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| Happy Holidays!! thanks for using AUM13F!! |
| Quantum Private Wealth LLC
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| CRD # | 307358 |
| SEC # | 801-118195 |
| CIK # | 0001929662 |
| AUM | $375.5 M (2025-04-24) |
| Employees | 5 (20% Investors, 0% Brokers) |
| Phone | 847-474-1400 |
| Address | 400 N Ashley Drive Tampa, FL 33602 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Facebook Inc | 32.6 | ||
| Amazon Com Inc | 27.7 | ||
| Apple Inc | 22.3 | ||
| Microsoft Corp | 21.0 | ||
| Nvidia Corp | 16.9 | ||
| Broadcom Inc | 12.0 | ||
| Netflix Inc | 10.9 | ||
| Alphabet Inc | 8.7 | ||
| Advanced Micro Devices Inc | 4.5 | ||
| CrowdStrike Holdings Inc | 4.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 38 | 15.2 |
| (b) Individuals (high net worth individuals) | 103 | 357.0 |
| (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 | 3 | 3.3 |
| (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 | 360 | 375.5 |
| By Discretionary | ||
| Discretionary | 335 | 350.4 |
| Non-Discretionary | 25 | 25.1 |
| Total | 360 | 375.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 375.5 | |
| Total | 360 | 375.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001929662] |
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|---|---|---|
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KY | 0.4 |
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Serenity Investment Advisors LLC
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IL | 0.4 |
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Mark J Snyder Financial Services Inc
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Quad-Cities Investment Group LLC
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Flagstone Financial Management LLC
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NE | 0.4 |
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MB Levis & Associates LLC
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PA | 0.4 |