Quantumvest, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$39,745,392
Clients
174
Advisors
2
across 2 offices
About
Quantumvest serves individual and high‑net‑worth clients as well as trusts, estates, employer‑sponsored retirement plans, and small businesses. The firm provides discretionary portfolio management, retirement plan consulting, and wealth‑planning services, and typically implements client relationships through an Investment Policy Statement and periodic account reviews.
The firm’s investment process blends buy‑and‑hold portfolio construction with technical analysis and cycle‑driven charting to inform timing and rebalancing decisions, and it offers ongoing monitoring and reporting on a quarterly basis. Quantumvest also uses performance‑based fee arrangements for qualified clients, a billing approach that is uncommon among similar firms.
Distinctive features include an advisory practice that advises on public‑market timing and, in certain circumstances, assists companies considering going public, alongside retirement plan fiduciary consulting (3(21)/3(38) services). The firm operates with a small adviser team and modest assets under management, and its ADV discloses a prior arbitration matter from 2023 that was resolved through private settlement.
Client services
Expertise
Fee options
$0 - $5,000,000: 2.00% annually $5,000,001+: 1.75% annually
$500 per hour for Retirement Planning and Consulting (for Accredited Investors or Qualified Clients only)
2.00% management fee plus 20% performance allocation (only for Accredited Investors or Qualified Clients)
Account minimum: $250,000
Main office
See office5111 N. Scottsdale Road, Suite 211
Scottsdale AZ 85250
Advisors at this office
1
Offices (2)
Most active in
Arizona · California · Florida · Texas
Also doing business as
First Citadel, Inc. · Innovest, Inc. · Quantumvest, Inc. · Roncancio Wealth Management, Inc · Roncancio Wealth Management, Inc. · Roncancio, Taylor
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.
Forms ADV
Quick links
Advisors at this firm
Andrew G
Series 65
Los Alamitos, CA
Quantumvest, Inc.
Andrew Geller is a financial advisor at Quantumvest, Inc. in Los Alamitos, CA. He holds a Series 65 credential and has recently started his career, with experience beginning in 2025. Prior to joining Quantumvest, he worked in non-financial roles at Saxum Surgical and Allied Universal. Quantumvest serves individual and high-net-worth clients, trusts, estates, employer-sponsored retirement plans, and small businesses. The firm combines buy-and-hold portfolio construction with technical analysis and cycle-driven charting to guide timing and rebalancing decisions, and provides discretionary portfolio management, retirement plan consulting, and wealth-planning services.
Taylor R
Series 66
Scottsdale, AZ
Quantumvest, Inc.
Taylor Roncancio is a financial advisor with Quantumvest, Inc. in Scottsdale, AZ, holding a Series 66 designation and bringing 14 years of industry experience. He has been with Quantumvest since 2014. Outside of advisory work, Roncancio is involved in e-commerce through part ownership of a company selling baby products and an online trading course business. Quantumvest serves individual and high-net-worth clients, trusts, estates, retirement plans, and small businesses, offering discretionary portfolio management, retirement plan consulting, and wealth-planning services. The firm combines buy-and-hold portfolio construction with technical analysis and cycle-driven charting to guide timing and rebalancing decisions.
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