Quantum Wealth Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Quantum Wealth Advisors offers portfolio management, financial planning, and a paid subscription market-timing newsletter to individuals, high‑net‑worth individuals, and business entities. The firm describes ongoing discretionary portfolio management and also provides financial plans under fixed‑fee or hourly arrangements, plus a monthly or annual subscription service that delivers market commentary and trade recommendations.
The firm documents client objectives in an Investment Policy Statement and uses a mix of charting, cyclical, fundamental, quantitative, and technical analysis to implement a long‑term trading strategy with regular monitoring. Quantum Wealth Advisors generally seeks discretionary authority to execute trades on behalf of clients and provides quarterly account reporting; financial planning engagements are typically delivered as a one‑time plan unless additional services are requested.
Several features disclosed in the brochure are atypical for a firm of this profile: multiple fee models (fixed fees, hourly fees, and subscription fees alongside asset‑based portfolio fees billed quarterly in advance), and the sale of insurance products by firm personnel with related commission conflicts. The brochure also records recent material changes to fee and disclosure language and explicitly notes the firm does not serve as a private fund adviser.
Client services
Expertise
Fee options
Financial planning fixed fees between $350 and $5,000 (negotiable)
$0 - $1,999,999: 1.00% annually $2,000,000+: 0.50% annually
$350 to $500 per hour (negotiable)
Subscription fees of $20 or $30 monthly, payable monthly or annually
Main office
Chico CA, United States
Offices (1)
Most active in
Arizona · California · Florida · Idaho · Louisiana · Michigan · New York · Pennsylvania · Texas
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
Quick links
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