QUANTUM PRIVATE WEALTH, LLC
CRD #307358 SEC #801-118195 TAMPA, FL 847-474-1400
SEC Registered
Total AUM
$375.5M
Discretionary
$350.4M
Employees
5
Clients
--
Accounts
360
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $375.5M | $350.4M | $25.1M | 5 | 0 |
| Oct 2025 | $375.5M | $350.4M | $25.1M | 5 | 0 |
| Apr 2025 | $375.5M | $350.4M | $25.1M | 5 | 0 |
| Mar 2025 | $375.5M | $350.4M | $25.1M | 5 | 0 |
| Feb 2025 | $307.8M | $270.1M | $37.7M | 3 | 11 |
| Sep 2024 | $307.8M | $270.1M | $37.7M | 3 | 11 |
| Jun 2024 | $307.8M | $270.1M | $37.7M | 3 | 11 |
| Jun 2024 | $307.8M | $270.1M | $37.7M | 3 | 11 |
| Mar 2024 | $307.8M | $270.1M | $37.7M | 3 | 11 |
| Sep 2023 | $256.8M | $221M | $35.9M | 3 | 11 |
| Aug 2023 | $256.8M | $221M | $35.9M | 3 | 11 |
| Mar 2023 | $256.8M | $221M | $35.9M | 3 | 11 |
| Mar 2023 | $256.8M | $221M | $35.9M | 3 | 11 |
| Jan 2023 | $326.4M | $260.4M | $66M | 5 | 5 |
| Jun 2022 | $326.4M | $260.4M | $66M | 5 | 5 |
| May 2022 | $326.4M | $260.4M | $66M | 5 | 5 |
| Apr 2022 | $326.4M | $260.4M | $66M | 5 | 5 |
| Mar 2022 | $326.4M | $260.4M | $66M | 5 | 5 |
| Dec 2021 | $340M | $301M | $39M | 2 | 0 |
| Nov 2021 | $340M | $301M | $39M | 2 | 0 |
| Apr 2021 | $340M | $301M | $39M | 3 | 0 |
| Feb 2021 | $340M | $301M | $39M | 3 | 0 |
| Dec 2020 | $215M | $190M | $25M | 3 | 0 |
| Jun 2020 | $215M | $190M | $25M | 3 | 0 |
| Jun 2020 | $215M | $190M | $25M | 3 | 0 |
| Apr 2020 | $0 | $0 | $0 | 3 | 0 |
| Feb 2020 | $0 | $0 | $0 | 1 | 0 |
DateOct 2025
Total AUM$375.5M
Discretionary$350.4M
Non-Disc.$25.1M
Employees5
Clients0
DateOct 2025
Total AUM$375.5M
Discretionary$350.4M
Non-Disc.$25.1M
Employees5
Clients0
DateApr 2025
Total AUM$375.5M
Discretionary$350.4M
Non-Disc.$25.1M
Employees5
Clients0
DateMar 2025
Total AUM$375.5M
Discretionary$350.4M
Non-Disc.$25.1M
Employees5
Clients0
DateFeb 2025
Total AUM$307.8M
Discretionary$270.1M
Non-Disc.$37.7M
Employees3
Clients11
DateSep 2024
Total AUM$307.8M
Discretionary$270.1M
Non-Disc.$37.7M
Employees3
Clients11
DateJun 2024
Total AUM$307.8M
Discretionary$270.1M
Non-Disc.$37.7M
Employees3
Clients11
DateJun 2024
Total AUM$307.8M
Discretionary$270.1M
Non-Disc.$37.7M
Employees3
Clients11
DateMar 2024
Total AUM$307.8M
Discretionary$270.1M
Non-Disc.$37.7M
Employees3
Clients11
DateSep 2023
Total AUM$256.8M
Discretionary$221M
Non-Disc.$35.9M
Employees3
Clients11
DateAug 2023
Total AUM$256.8M
Discretionary$221M
Non-Disc.$35.9M
Employees3
Clients11
DateMar 2023
Total AUM$256.8M
Discretionary$221M
Non-Disc.$35.9M
Employees3
Clients11
DateMar 2023
Total AUM$256.8M
Discretionary$221M
Non-Disc.$35.9M
Employees3
Clients11
DateJan 2023
Total AUM$326.4M
Discretionary$260.4M
Non-Disc.$66M
Employees5
Clients5
DateJun 2022
Total AUM$326.4M
Discretionary$260.4M
Non-Disc.$66M
Employees5
Clients5
DateMay 2022
Total AUM$326.4M
Discretionary$260.4M
Non-Disc.$66M
Employees5
Clients5
DateApr 2022
Total AUM$326.4M
Discretionary$260.4M
Non-Disc.$66M
Employees5
Clients5
DateMar 2022
Total AUM$326.4M
Discretionary$260.4M
Non-Disc.$66M
Employees5
Clients5
DateDec 2021
Total AUM$340M
Discretionary$301M
Non-Disc.$39M
Employees2
Clients0
DateNov 2021
Total AUM$340M
Discretionary$301M
Non-Disc.$39M
Employees2
Clients0
DateApr 2021
Total AUM$340M
Discretionary$301M
Non-Disc.$39M
Employees3
Clients0
DateFeb 2021
Total AUM$340M
Discretionary$301M
Non-Disc.$39M
Employees3
Clients0
DateDec 2020
Total AUM$215M
Discretionary$190M
Non-Disc.$25M
Employees3
Clients0
DateJun 2020
Total AUM$215M
Discretionary$190M
Non-Disc.$25M
Employees3
Clients0
DateJun 2020
Total AUM$215M
Discretionary$190M
Non-Disc.$25M
Employees3
Clients0
DateApr 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateFeb 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0