Quantum Private Wealth LLC

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Quantum Private Wealth LLC
CRD #307358
SEC #801-118195
CIK #0001929662
AUM $375.5 M (2025-04-24)
Employees 5 (20% Investors, 0% Brokers)
Phone847-474-1400
Address400 N Ashley Drive
Tampa, FL 33602
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
4003202401608002011201620212026
CIK Period
0001929662
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
Home Depot Inc 4.3
Snowflake Inc 4.2
ServiceNow Inc 3.7
Manhattan Pharmaceuticals Inc 3.6
Qualcomm Inc/DE 3.4
Taiwan Semiconductor Manufacturing Co Ltd 3.3
Palantir Technologies Inc 3.2
Mastercard Inc 2.8
Marvell Technology Inc 2.7
Emcor Group Inc 2.6
Palo Alto Networks Inc 2.5
Atomera Inc 2.5
Hubspot Inc 2.4
Viking Therapeutics Inc 2.3
Powell Industries Inc 2.2
Energy Transfer Equity LP 2.1
Alphabet Inc 2.0
ARM Holdings PLC /UK 2.0
 
 
 
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AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 38 15.2
(b) Individuals (high net worth individuals) 103 357.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 3 3.3
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 360 375.5
By Discretionary
Discretionary 335 350.4
Non-Discretionary 25 25.1
Total 360 375.5
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 375.5
Total 360 375.5
EDGAR Form CIK 2011 - 2025
13F-HR [0001929662]
Comparable Firms State AUM ($B)
J Stern & Co LLC
NY 0.4
Alpha Financial Partners LLC
KY 0.4
Symphony Financial Services Inc
OH 0.4
Serenity Investment Advisors LLC
IL 0.4
Mark J Snyder Financial Services Inc
NY 0.4
Quad-Cities Investment Group LLC
IA 0.4
Genesee Capital Advisors LLC
NY 0.4
Flagstone Financial Management LLC
NE 0.4
Graham Bordelon Golson & Gilbert Inc
LA 0.4
MB Levis & Associates LLC
PA 0.4
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