Quantum Strategies Wealth Advisory
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$33,152,106
Clients
25
Advisors
1
of 1 employees
About
Quantum Strategies Wealth Advisory provides discretionary asset management and financial planning to individuals, high‑net‑worth clients and business entities. The firm also offers direct management of variable annuities and retirement-plan services, including acting as an ERISA 3(21) adviser or as a 3(38) investment manager for 401(k), pension and profit‑sharing plans.
The firm’s investment work is guided by a proprietary quantitative framework that evaluates corporate performance from an economic cash‑flow perspective and uses that analysis to inform security selection, asset allocation and ongoing portfolio monitoring. Clients receive customized investment programs documented in an investment policy statement, regular (typically quarterly) account reviews, and strategies that can include long‑term holdings, shorter‑term trading, rebalancing and tax‑aware considerations.
Distinctive features include a mix of institutional retirement-plan work and pension consulting alongside retail wealth management and direct variable annuity oversight, which is less common among independent advisers. The firm’s owner also maintains an insurance practice (about 5% of professional time) and discloses receipt of insurance commissions and related conflicts of interest, which the firm manages through written disclosures and its fiduciary procedures; the firm manages roughly $66.7 million for a relatively small client base.
Client services
Expertise
Fee options
Fixed fee financial planning services offered as flat fees between $1,000-$5,000 for individuals and $1,200-$15,000 for businesses.
$0 - $1,000,000: 2.00% annually $1,000,000.01 - $2,000,000: 1.75% annually $2,000,000.01 - $5,000,000: 1.60% annually $5,000,000.01+: 1.40% annually
Fee-only: Fixed fees for financial planning: Individuals $1,000 to $5,000; Businesses $1,200 to $15,000.
Main office
32 Regency Plaza
Glen Mills PA 19342
Advisors at this office
1
Most active in
Delaware · New Jersey · Pennsylvania
Also doing business as
Quantum Strategies · Quantum Strategies Wealth Advisory · Quantum Strategies, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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