A complete list of active advisors currently associated with Quantum Wealth Advisors LLC
Warmer can help you find a great advisor at Quantum Wealth Advisors LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Quantum Wealth Advisors 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.
Name |
Location |
Years of experience |
|---|---|---|
Winter Garden, FL
| 18
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")