QUANTUM FINANCIAL ADVISORS, LLC
CRD #317386 SEC #801-122978 SANTA MONICA, CA (424) 447-8268
SEC Registered
Total AUM
$1.2B
Discretionary
$1.2B
Employees
16
Clients
10
Accounts
1,601
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.2B | $1.2B | $16.8M | 16 | 10 |
| Feb 2025 | $1.2B | $1.2B | $16.8M | 16 | 10 |
| Mar 2024 | $972.2M | $949M | $23.2M | 13 | 0 |
| Mar 2024 | $816.3M | $800.2M | $16.1M | 13 | 0 |
| Feb 2024 | $816.3M | $800.2M | $16.1M | 13 | 0 |
| Aug 2023 | $816.3M | $800.2M | $16.1M | 13 | 0 |
| Mar 2023 | $816.3M | $800.2M | $16.1M | 13 | 0 |
| Oct 2022 | $824.1M | $804.7M | $19.4M | 12 | 0 |
| May 2022 | $887.3M | $887.3M | $0 | 12 | 0 |
| Apr 2022 | $887.3M | $887.3M | $0 | 12 | 0 |
| Feb 2022 | $0 | $0 | $0 | 5 | 0 |
| Jan 2022 | $0 | $0 | $0 | 5 | 0 |
| Dec 2021 | $0 | $0 | $0 | 5 | 0 |
| Dec 2021 | $0 | $0 | $0 | 5 | 0 |
| Dec 2021 | $0 | $0 | $0 | 5 | 0 |
DateMar 2025
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$16.8M
Employees16
Clients10
DateFeb 2025
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$16.8M
Employees16
Clients10
DateMar 2024
Total AUM$972.2M
Discretionary$949M
Non-Disc.$23.2M
Employees13
Clients0
DateMar 2024
Total AUM$816.3M
Discretionary$800.2M
Non-Disc.$16.1M
Employees13
Clients0
DateFeb 2024
Total AUM$816.3M
Discretionary$800.2M
Non-Disc.$16.1M
Employees13
Clients0
DateAug 2023
Total AUM$816.3M
Discretionary$800.2M
Non-Disc.$16.1M
Employees13
Clients0
DateMar 2023
Total AUM$816.3M
Discretionary$800.2M
Non-Disc.$16.1M
Employees13
Clients0
DateOct 2022
Total AUM$824.1M
Discretionary$804.7M
Non-Disc.$19.4M
Employees12
Clients0
DateMay 2022
Total AUM$887.3M
Discretionary$887.3M
Non-Disc.$0
Employees12
Clients0
DateApr 2022
Total AUM$887.3M
Discretionary$887.3M
Non-Disc.$0
Employees12
Clients0
DateFeb 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateJan 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateDec 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateDec 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateDec 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0