Quantum Wealth Strategies, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Fee options
Financial planning fixed fees between $595 and $2,500.
$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%
Certain supervised persons earn commission-based compensation for insurance products, including annuities, separate from advisory fees.
Financial planning hourly fees between $150 and $250 per hour, charged in arrears, billed monthly.
Monthly subscription newsletter included free with other advisory services; no additional fee.
Fee-only: Financial planning fixed fees between $595 and $2,500; hourly fees between $150 and $250 per hour.
Main office
Shelby Township MI
Advisors at this office
2
Most active in
Michigan
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:
-
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
Quick links
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.
Stephen R
Series 66
Shelby Township, MI
Quantum Wealth Strategies, LLC
Stephen Richardson is a financial advisor at Quantum Wealth Strategies, LLC with nine years of industry experience. He holds the Series 66 designation and has worked at Raymond James Financial Services and Southworth & Wilson Inc. prior to joining his current firm. Quantum Wealth Strategies provides discretionary portfolio management and financial planning to individual and high-net-worth clients, managing approximately $32.2 million across about 67 client relationships. The firm uses a combination of investment approaches, including technical and fundamental methods, and offers a subscription newsletter with specific buy and sell recommendations to its clients.
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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)