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QUANTUM STRATEGIES WEALTH ADVISORY
QUANTUM STRATEGIES, LLC
CRD 226572
32 REGENCY PLAZA, GLEN MILLS, PA, 19342, United States
Phone
610-624-1770
Fax
610-828-8245
Registration
— (—)
Source
State registered
Total AUM
$66.7M
Discretionary AUM
$66.7M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 16 | $3.6M |
| High net worth individuals | 9 | $29.6M |
| Pension/profit sharing plans | 10 | $33.6M |
All web addresses on file
Official SEC filing: View on IAPD