Quantum Private Wealth, LLC

Quantum Private Wealth provides investment advisory and family office services to high‑net‑worth and individual clients, as well as retirement plans, charitable organizations, and other entities. Services include discretionary portfolio management, sub‑adviser selection and oversight, financial planning and tax advisory, philanthropy and foundation support, and ERISA plan consulting and 3(21)/3(38) fiduciary services.

Portfolios are managed on a customized basis using a mix of fundamental, technical and modern portfolio theory approaches and may include mutual funds, ETFs, individual securities, private equity, BDCs, REITs and pooled vehicles. The firm relies on third‑party sub‑advisers and separate‑account platforms to implement strategies and discloses that certain strategies and platforms permit the use of derivatives (options, swaps, futures, leveraged/inverse ETPs) and custodial borrowing or margin for separately managed accounts, with attendant risks and monitoring practices.

Compared with peers, the firm is notable for an unusually high amount of assets per advisor, placing it in a small subset of supported firms with $200M+ AUM per advisor. It also discloses less common operational features — including platform‑level use of borrowing and derivatives in separately managed accounts, negotiated sub‑adviser arrangements, and insurance‑related activities — and describes related conflicts of interest and oversight measures.