RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
California
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 18, 2025
Branch Offices
4
LEI
0039599511

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
Balderian, Ryan, AnthonyIPARTNERNA
Balderian, Ryan, AnthonyIPARTNERNA
Balderian, Ryan, AnthonyIPARTNERNA
Balderian, Ryan, AnthonyIPARTNERNA
Balderian, Ryan, AnthonyIPARTNERNA
Balderian, Ryan, AnthonyIPARTNERNA
Balderian, Ryan, AnthonyIPARTNERNA
Balderian, Ryan, AnthonyIPARTNERNA
LU-BUETOW, JESSICAIPARTNER & CHIEF COMPLIANCE OFFICERNA
LU-BUETOW, JESSICAIPARTNER & CHIEF COMPLIANCE OFFICERNA
Murray, Sean, PatrickICHIEF COMPLIANCE OFFICERNA
Murray, Sean, PatrickICHIEF COMPLIANCE OFFICERNA
Murray, Sean, PatrickICHIEF COMPLIANCE OFFICERNA
Murray, Sean, PatrickICHIEF COMPLIANCE OFFICERNA
Murray, Sean, PatrickICHIEF COMPLIANCE OFFICERNA
Murray, Sean, PatrickICHIEF COMPLIANCE OFFICERNA
Murray, Sean, PatrickICHIEF COMPLIANCE OFFICERNA
Murray, Sean, PatrickICHIEF COMPLIANCE OFFICERNA
Murray, Sean, PatrickICHIEF COMPLIANCE OFFICERNA
Murray, Sean, PatrickICHIEF COMPLIANCE OFFICERNA
Murray, Sean, PatrickICHIEF COMPLIANCE OFFICERNA
Murray, Sean, PatrickICHIEF COMPLIANCE OFFICERNA
Murray, Sean, PatrickICHIEF COMPLIANCE OFFICERNA
Murray, Sean, PatrickICHIEF COMPLIANCE OFFICERNA
DEWOLF, DAVID, ALLENIPARTNERC Control
DEWOLF, DAVID, ALLENIPARTNERC Control
DEWOLF, DAVID, ALLENIPARTNERC Control
DEWOLF, DAVID, ALLENIPARTNERC Control
DEWOLF, DAVID, ALLENIPARTNERC Control
EING, JOHN, DAH-JIIPARTNERC Control
EING, JOHN, DAH-JIIPARTNERC Control
GAGNE, DARIUS, GEISERIPARTNERC Control
GAGNE, DARIUS, GEISERIPARTNERC Control
GAGNE, DARIUS, GEISERIPARTNERC Control
GAGNE, DARIUS, GEISERIPARTNERC Control
GAGNE, DARIUS, GEISERIPARTNERC Control
GAGNE, DARIUS, GEISERIPARTNERC Control
SWANSON, SCOTT, MILLERIPARTNERC Control
SWANSON, SCOTT, MILLERIPARTNERC Control
SWANSON, SCOTT, MILLERIPARTNERC Control
SWANSON, SCOTT, MILLERIPARTNERC Control
DEWOLF, DAVID, ALLENIPARTNERB Control
DEWOLF, DAVID, ALLENIPARTNERB Control
DEWOLF, DAVID, ALLENIPARTNERB Control
DEWOLF, DAVID, ALLENIPARTNERB Control
DEWOLF, DAVID, ALLENIPARTNERB Control
DEWOLF, DAVID, ALLENIPARTNERB Control
DEWOLF, DAVID, ALLENIPARTNERB Control
DEWOLF, DAVID, ALLENIPARTNERB Control
DEWOLF, DAVID, ALLENIPARTNERB Control
DEWOLF, DAVID, ALLENIPARTNERB Control
DEWOLF, DAVID, ALLENIPARTNERB Control
EING, JOHN, DAH-JIIPARTNERB
EING, JOHN, DAH-JIIPARTNERB
EING, JOHN, DAH-JIIPARTNERB
EING, JOHN, DAH-JIIPARTNERB
EING, JOHN, DAH-JIIPARTNERB
EING, JOHN, DAH-JIIPARTNERB
EING, JOHN, DAH-JIIPARTNERB
EING, JOHN, DAH-JIIPARTNERB
EING, JOHN, DAH-JIIPARTNERB
EING, JOHN, DAH-JIIPARTNERB
GAGNE, DARIUS, GEISERIPARTNERB Control
GAGNE, DARIUS, GEISERIPARTNERB Control
GAGNE, DARIUS, GEISERIPARTNERB Control
GAGNE, DARIUS, GEISERIPARTNERB Control
GAGNE, DARIUS, GEISERIPARTNERB Control
GAGNE, DARIUS, GEISERIPARTNERB Control
GAGNE, DARIUS, GEISERIPARTNERB Control
GAGNE, DARIUS, GEISERIPARTNERB Control
GAGNE, DARIUS, GEISERIPARTNERB Control
GAGNE, DARIUS, GEISERIPARTNERB Control
GREULICH, ELIZABETH, JAMESIPARTNERB
GREULICH, ELIZABETH, JAMESIPARTNERB
GREULICH, ELIZABETH, JAMESIPARTNERB
GREULICH, ELIZABETH, JAMESIPARTNERB
GREULICH, ELIZABETH, JAMESIPARTNERB
GREULICH, ELIZABETH, JAMESIPARTNERB
GREULICH, ELIZABETH, JAMESIPARTNERB
GREULICH, ELIZABETH, JAMESIPARTNERB
GREULICH, ELIZABETH, JAMESIPARTNERB
GREULICH, ELIZABETH, JAMESIPARTNERB
GREULICH, ELIZABETH, JAMESIPARTNERB
HEADLEY, WENDE, MATTSONIPARTNERB
HEADLEY, WENDE, MATTSONIPARTNERB
HEADLEY, WENDE, MATTSONIPARTNERB
HEADLEY, WENDE, MATTSONIPARTNERB
HEADLEY, WENDE, MATTSONIPARTNERB
HEADLEY, WENDE, MATTSONIPARTNERB
HEADLEY, WENDE, MATTSONIPARTNERB
HEADLEY, WENDE, MATTSONIPARTNERB
HEADLEY, WENDE, MATTSONIPARTNERB
HEADLEY, WENDE, MATTSONIPARTNERB
HEADLEY, WENDE, MATTSONIPARTNERB
SWANSON, SCOTT, MILLERIPARTNERB
SWANSON, SCOTT, MILLERIPARTNERB
SWANSON, SCOTT, MILLERIPARTNERB
SWANSON, SCOTT, MILLERIPARTNERB
SWANSON, SCOTT, MILLERIPARTNERB
SWANSON, SCOTT, MILLERIPARTNERB
SWANSON, SCOTT, MILLERIPARTNERB
SWANSON, SCOTT, MILLERIPARTNERB
SWANSON, SCOTT, MILLERIPARTNERB
SWANSON, SCOTT, MILLERIPARTNERB
SWANSON, SCOTT, MILLERIPARTNERB
SWANSON, SCOTT, MILLERIPARTNERB
EING, JOHN, DAH-JIIPARTNERA
EING, JOHN, DAH-JIIPARTNERA
GREULICH, ELIZABETH, JAMESIPARTNERA
HEADLEY, WENDE, MATTSONIPARTNERA

Registrations

Federal

IA
Mar 18, 2025 REGISTERED

Notice Filings (14)

AR AZ CA CO FL MA MD NC NH NJ NY OR TX WA

Address

530 WILSHIRE BLVD
STE 206
SANTA MONICA, CA 90401
United States
Phone: (424) 447-8268