Quantum Wealth Strategies, LLC

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Client assets under management

$32,247,276

Clients

10% high-net-worth

Advisors

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Low

Average account size

$481,303

About

Quantum Wealth Strategies provides discretionary portfolio management and financial planning to individual and high‑net‑worth clients, managing roughly $32.2 million for about 67 client relationships. The firm prepares an Investment Policy Statement for each client and offers ongoing monitoring and reporting as part of its advisory services.

Investment decisions incorporate a blend of methods — charting, cyclical, fundamental, quantitative, technical and modern portfolio theory — and the firm uses both long‑term and short‑term trading strategies. QWS generally obtains discretionary trading authority and requires clients to custody assets through Schwab Institutional, with quarterly account reports provided by the custodian.

Noteworthy for a firm of its size, QWS distributes a subscription newsletter to advisory clients that can include specific buy/sell recommendations and is provided at no separate charge. The firm’s advisory personnel are also licensed insurance agents and may sell commissionable insurance and annuity products (including work by a Certified Divorce Financial Analyst offering divorce‑related financial services), a practice the brochure discloses as a potential conflict and describes steps to address; the firm also discloses use of AI tools and related risks in its investment processes.

Client services

Financial planning Portfolio management Newsletters or periodicals

Expertise

Annuities

Fee options

Fixed

Financial planning fixed fees between $595 and $2,500.

Percentage

$1 - $250,000: 1.10% $250,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.90% $2,000,001 - $5,000,000: 0.80% $5,000,001+: 0.70%

Commissions

Certain supervised persons earn commission-based compensation for insurance products, including annuities, separate from advisory fees.

Project-based

Financial planning hourly fees between $150 and $250 per hour, charged in arrears, billed monthly.

Subscriptions

Monthly subscription newsletter included free with other advisory services; no additional fee.

Other

Fee-only: Financial planning fixed fees between $595 and $2,500; hourly fees between $150 and $250 per hour.

Main office location

Quantum Wealth Strategies, LLC

Shelby Township MI, United States

Number of offices

Most active in

Michigan

Disclosures

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:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Facebook Website 248-396-2593

Advisors at this firm

Angela Z

Series 66

Shelby Township, MI

Quantum Wealth Strategies, LLC

Angela Zangarola is a financial advisor at Quantum Wealth Strategies, LLC with eight years of industry experience. She holds the Series 66 designation and has worked at firms including Sigma Planning Corporation and Raymond James & Associates. Angela is also a licensed insurance agent appointed with various insurance companies. Quantum Wealth Strategies advises individual and high-net-worth clients through discretionary portfolio management and financial planning. The firm employs a range of investment analysis techniques and offers services including Certified Divorce Financial Analyst support, with client accounts custodied at Schwab Institutional.

Annuities

Stephen R

Series 66

Shelby Township, MI

Quantum Wealth Strategies, LLC

Stephen Richardson is a financial advisor with Quantum Wealth Strategies, LLC in Shelby Township, MI. He holds the Series 66 designation and has nine years of industry experience. His prior work includes roles at Raymond James Financial Services and Southworth & Wilson Inc. Quantum Wealth Strategies, LLC serves individual and high-net-worth clients with discretionary portfolio management and financial planning. The firm employs a range of analytical methods and offers services across various investment types while providing a monthly client newsletter.

Annuities

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