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QUANTUMVEST, INC.
CRD 171780
5111 N. SCOTTSDALE ROAD, SUITE 211, SCOTTSDALE, AZ, 85250, United States
Phone
480-237-4007
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$41.2M
Discretionary AUM
$39.7M
Team
7 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Performance-based fees
Org form
Corporation
Filing date
2026-03-13
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 145 | $17.3M |
| High net worth individuals | 29 | $22.5M |
| Corporations/business entities | 1 | $1.5M |
All web addresses on file
- https://vm.tiktok.com/TTPdyW2E8R/, https://vm.tiktok.com/TTPdyWkgn8/
- https://www.linkedin.com/in/troncancio,https://www.linkedin.com/in/austin-roncancio-22240623, https://www.linkedin.com/company/
- https://www.quantumvest.io
- https://www.instagram.com/quantumvest/
- https://www.linkedin.com/company/quantum-vest
- https://twitter.com/taylorroncancio
- https://x.com/QuantumvestInc
- https://www.instagram.com/taylorroncancio/, https://www.instagram.com/Quantumvest, https://www.instagram.com/elite_trader_
Official SEC filing: View on IAPD