A complete list of active advisors currently associated with Quantum Leap Capital, LLC

Warmer can help you find a great advisor at Quantum Leap Capital, LLC or one who fits your needs even better.

Quantum Leap Capital provides investment advisory and wealth management services to individuals, high‑net‑worth individuals, trusts, and estates, offering both discretionary and non‑discretionary portfolio management as well as financial and business planning and business consulting. The firm generally reserves its wealth management program for clients with at least $1,000,000 of assets under management while also offering standalone investment management, one‑time or ongoing financial planning, and wrap‑fee account options. Portfolios are constructed from low‑cost, diversified mutual funds and ETFs and may include individual stocks, bonds, and options where appropriate; the firm describes a primarily long‑term orientation with tactical rebalancing or shorter holdings when client objectives or market conditions warrant. Quantum Leap emphasizes continuous personal contact, an internal due diligence process, and periodic reviews to align strategy with each client’s objectives and risk tolerance, and it states a fiduciary duty to act in clients’ best interests. The brochure discloses several features that distinguish the firm from many peers: Quantum Leap serves as adviser and affiliated general partner to a private fund (Quantum Leap 1.1.1 Fund L.P.), with the general partner entitled to performance allocations and related conflict‑of‑interest disclosures and mitigation measures. The firm is also affiliated with a tax preparation entity and a law office, offers insurance and real‑estate referral activity, and sponsors a wrap‑fee program that bundles transaction costs into its advisory fee—arrangements the brochure identifies as potential conflicts that are addressed through disclosure and policies.

To learn more about the advisors currently working at Quantum Leap Capital, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.