QuantumLeap Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
QuantumLeap Wealth Management, LLC is a state‑registered investment adviser that provides individualized, discretionary investment supervisory services and portfolio management to individuals and high‑net‑worth clients. As of December 31, 2025 the firm reported managing about $7.28 million across nine client accounts and charges advisory fees based on assets under management.
The firm builds tailored investment plans using a mix of fundamental and technical analysis, asset allocation and charting, and pursues both long‑term and short‑term trading strategies. Its policies and disclosures show active use of options strategies (including covered calls) and the potential for borrowing or negative cash balances in separately managed accounts, with attendant risk disclosures about time sensitivity, leverage and the possibility of total loss.
Compared with many independent, solo advisers, QuantumLeap’s brochure explicitly contemplates and documents the use of derivatives and account borrowing in client portfolios—practices that are relatively uncommon among peers. The firm operates as a single‑advisor practice, directly debits advisory fees (limited custody) and identifies preferred custodians such as Charles Schwab Institutional, TradePMR and Interactive Brokers as providers of execution, research and back‑office support.
Client services
Expertise
Fee options
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001+: 1.00%
Main office
2757 Plaza Way, Suite 104
St. Charles MO 63303
Advisors at this office
1
Most active in
Missouri
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
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