QUANTUM FINANCIAL PLANNING SERVICES, INC.
CRD #115877 SEC #801-110112 SPOKANE, WA 509-328-6653
SEC Registered
Total AUM
$591.6M
Discretionary
$572.7M
Employees
16
Clients
--
Accounts
2,475
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $727.2M | $711.3M | $15.9M | 19 | 0 |
| Dec 2025 | $591.6M | $572.7M | $18.8M | 16 | 0 |
| Sep 2025 | $591.6M | $572.7M | $18.8M | 16 | 0 |
| Jul 2025 | $591.6M | $572.7M | $18.8M | 16 | 0 |
| Jan 2025 | $591.6M | $572.7M | $18.8M | 16 | 0 |
| Dec 2024 | $591.6M | $572.7M | $18.8M | 16 | 0 |
| Dec 2024 | $591.6M | $572.7M | $18.8M | 16 | 0 |
| Sep 2024 | $466.4M | $452.4M | $14M | 13 | 0 |
| Dec 2023 | $466.4M | $452.4M | $14M | 13 | 0 |
| Dec 2022 | $414.1M | $405M | $9.1M | 12 | 0 |
| Feb 2022 | $457.3M | $429.2M | $28.1M | 11 | 0 |
| Nov 2021 | $457.3M | $429.2M | $28.1M | 11 | 0 |
| Apr 2021 | $386.5M | $348.6M | $37.9M | 13 | 1 |
| Oct 2020 | $386.5M | $348.6M | $37.9M | 13 | 1 |
| Oct 2020 | $335.1M | $302.4M | $32.8M | 13 | 1 |
| Sep 2020 | $335.1M | $302.4M | $32.8M | 13 | 1 |
| Jun 2020 | $335.1M | $302.4M | $32.8M | 13 | 1 |
| Jun 2020 | $335.1M | $302.4M | $32.8M | 13 | 1 |
| Dec 2019 | $335.1M | $302.4M | $32.8M | 13 | 1 |
| Sep 2019 | $316.9M | $290.4M | $26.5M | 12 | 1 |
| Nov 2018 | $316.9M | $290.4M | $26.5M | 12 | 1 |
| Nov 2018 | $316.9M | $290.4M | $26.5M | 12 | 1 |
| Jul 2018 | $296.7M | $271.2M | $25.5M | 12 | 2 |
| May 2018 | $296.7M | $271.2M | $25.5M | 12 | 2 |
| Dec 2017 | $296.7M | $271.2M | $25.5M | 12 | 2 |
| Sep 2017 | $235M | $0 | $235M | 11 | 300 |
| Aug 2017 | $235M | $0 | $235M | 11 | 300 |
| Mar 2017 | $235M | $0 | $235M | 11 | 300 |
| Mar 2017 | $235M | $0 | $235M | 11 | 300 |
| Mar 2017 | $235M | $0 | $235M | 11 | 300 |
| Mar 2017 | $235M | $0 | $235M | 11 | 300 |
DateDec 2025
Total AUM$727.2M
Discretionary$711.3M
Non-Disc.$15.9M
Employees19
Clients0
DateDec 2025
Total AUM$591.6M
Discretionary$572.7M
Non-Disc.$18.8M
Employees16
Clients0
DateSep 2025
Total AUM$591.6M
Discretionary$572.7M
Non-Disc.$18.8M
Employees16
Clients0
DateJul 2025
Total AUM$591.6M
Discretionary$572.7M
Non-Disc.$18.8M
Employees16
Clients0
DateJan 2025
Total AUM$591.6M
Discretionary$572.7M
Non-Disc.$18.8M
Employees16
Clients0
DateDec 2024
Total AUM$591.6M
Discretionary$572.7M
Non-Disc.$18.8M
Employees16
Clients0
DateDec 2024
Total AUM$591.6M
Discretionary$572.7M
Non-Disc.$18.8M
Employees16
Clients0
DateSep 2024
Total AUM$466.4M
Discretionary$452.4M
Non-Disc.$14M
Employees13
Clients0
DateDec 2023
Total AUM$466.4M
Discretionary$452.4M
Non-Disc.$14M
Employees13
Clients0
DateDec 2022
Total AUM$414.1M
Discretionary$405M
Non-Disc.$9.1M
Employees12
Clients0
DateFeb 2022
Total AUM$457.3M
Discretionary$429.2M
Non-Disc.$28.1M
Employees11
Clients0
DateNov 2021
Total AUM$457.3M
Discretionary$429.2M
Non-Disc.$28.1M
Employees11
Clients0
DateApr 2021
Total AUM$386.5M
Discretionary$348.6M
Non-Disc.$37.9M
Employees13
Clients1
DateOct 2020
Total AUM$386.5M
Discretionary$348.6M
Non-Disc.$37.9M
Employees13
Clients1
DateOct 2020
Total AUM$335.1M
Discretionary$302.4M
Non-Disc.$32.8M
Employees13
Clients1
DateSep 2020
Total AUM$335.1M
Discretionary$302.4M
Non-Disc.$32.8M
Employees13
Clients1
DateJun 2020
Total AUM$335.1M
Discretionary$302.4M
Non-Disc.$32.8M
Employees13
Clients1
DateJun 2020
Total AUM$335.1M
Discretionary$302.4M
Non-Disc.$32.8M
Employees13
Clients1
DateDec 2019
Total AUM$335.1M
Discretionary$302.4M
Non-Disc.$32.8M
Employees13
Clients1
DateSep 2019
Total AUM$316.9M
Discretionary$290.4M
Non-Disc.$26.5M
Employees12
Clients1
DateNov 2018
Total AUM$316.9M
Discretionary$290.4M
Non-Disc.$26.5M
Employees12
Clients1
DateNov 2018
Total AUM$316.9M
Discretionary$290.4M
Non-Disc.$26.5M
Employees12
Clients1
DateJul 2018
Total AUM$296.7M
Discretionary$271.2M
Non-Disc.$25.5M
Employees12
Clients2
DateMay 2018
Total AUM$296.7M
Discretionary$271.2M
Non-Disc.$25.5M
Employees12
Clients2
DateDec 2017
Total AUM$296.7M
Discretionary$271.2M
Non-Disc.$25.5M
Employees12
Clients2
DateSep 2017
Total AUM$235M
Discretionary$0
Non-Disc.$235M
Employees11
Clients300
DateAug 2017
Total AUM$235M
Discretionary$0
Non-Disc.$235M
Employees11
Clients300
DateMar 2017
Total AUM$235M
Discretionary$0
Non-Disc.$235M
Employees11
Clients300
DateMar 2017
Total AUM$235M
Discretionary$0
Non-Disc.$235M
Employees11
Clients300
DateMar 2017
Total AUM$235M
Discretionary$0
Non-Disc.$235M
Employees11
Clients300
DateMar 2017
Total AUM$235M
Discretionary$0
Non-Disc.$235M
Employees11
Clients300