A complete list of active advisors currently associated with QuantumLeap Wealth Management, LLC

Warmer can help you find a great advisor at QuantumLeap Wealth Management, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at QuantumLeap Wealth Management, 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.