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| Quantum Private Wealth LLC
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| CRD # | 307358 |
| SEC # | 801-118195 |
| CIK # | 0001929662 |
| AUM | 418.0 M (2026-03-02) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 847-474-1400 |
| Address | 400 N Ashley Drive Tampa, FL 33602 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001929662 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 26.9 | ||
| Facebook Inc | 26.1 | ||
| Amazon Com Inc | 26.1 | ||
| Nvidia Corp | 18.7 | ||
| Microsoft Corp | 15.8 | ||
| Alphabet Inc | 14.0 | ||
| Broadcom Inc | 13.8 | ||
| Netflix Inc | 7.6 | ||
| Powell Industries Inc | 7.3 | ||
| Advanced Micro Devices Inc | 6.5 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 5.0 | ||
| Palantir Technologies Inc | 4.1 | ||
| Home Depot Inc | 3.8 | ||
| Taysha Gene Therapies Inc | 3.8 | ||
| Edgewise Therapeutics Inc | 3.7 | ||
| CrowdStrike Holdings Inc | 3.5 | ||
| Emcor Group Inc | 3.4 | ||
| Viking Therapeutics Inc | 3.4 | ||
| Alphabet Inc | 3.4 | ||
| Marvell Technology Inc | 3.4 | ||
| Manhattan Pharmaceuticals Inc | 3.3 | ||
| Snowflake Inc | 3.1 | ||
| Denali Holding Inc | 3.0 | ||
| Tesla Motors Inc | 2.8 | ||
| Qualcomm Inc/DE | 2.7 | ||
| GS Acquisition Holdings Corp | 2.6 | ||
| Mastercard Inc | 2.4 | ||
| Atomera Inc | 2.3 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 33 | 12.9 |
| (b) Individuals (high net worth individuals) | 57 | 400.2 |
| (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 | 2 | 4.9 |
| (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 | 372 | 418.0 |
| By Discretionary | ||
| Discretionary | 372 | 418.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 372 | 418.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 418.0 | |
| Total | 372 | 418.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001929662] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Bowman & Company SC
✚
|
WI | 419.0 M |
|
Silver Oak Advisory Group Inc
✚
|
OR | 418.9 M |
|
Transce3Nd LLC
✚
|
TX | 418.9 M |
|
Alpha Leonis Partners LLC
✚
|
PA | 418.4 M |
|
Lincoln Capital Corporation
✚
|
RI | 418.3 M |
|
Aspect Partners LLC
✚
|
VA | 418.2 M |
|
Mauney-Pitt Financial Management Inc
✚
|
NC | 418.0 M |
|
Flatrock Wealth Partners LLC
✚
|
CA | 417.6 M |
|
Coquina Private Wealth LLC
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|
FL | 417.6 M |
|
Seven Mile Advisory LLC
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|
FL | 416.8 M |