Quantum Strategies Wealth Advisory
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$33,152,106
This total excludes 10 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
25
36% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
25
TypicalAverage account size
$1,326,084
About
Quantum Strategies Wealth Advisory provides discretionary asset management and financial planning to individuals, high‑net‑worth clients and business entities. The firm also offers direct management of variable annuities and retirement-plan services, including acting as an ERISA 3(21) adviser or as a 3(38) investment manager for 401(k), pension and profit‑sharing plans.
The firm’s investment work is guided by a proprietary quantitative framework that evaluates corporate performance from an economic cash‑flow perspective and uses that analysis to inform security selection, asset allocation and ongoing portfolio monitoring. Clients receive customized investment programs documented in an investment policy statement, regular (typically quarterly) account reviews, and strategies that can include long‑term holdings, shorter‑term trading, rebalancing and tax‑aware considerations.
Distinctive features include a mix of institutional retirement-plan work and pension consulting alongside retail wealth management and direct variable annuity oversight, which is less common among independent advisers. The firm’s owner also maintains an insurance practice (about 5% of professional time) and discloses receipt of insurance commissions and related conflicts of interest, which the firm manages through written disclosures and its fiduciary procedures; the firm manages roughly $66.7 million for a relatively small client base.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Retirement plans for business owners (SEP, solo 401k)
Wealth management
Fee options
Fixed fee financial planning services offered as flat fees between $1,000-$5,000 for individuals and $1,200-$15,000 for businesses.
$0 - $1,000,000: 2.00% annually $1,000,000.01 - $2,000,000: 1.75% annually $2,000,000.01 - $5,000,000: 1.60% annually $5,000,000.01+: 1.40% annually
Fee-only: Fixed fees for financial planning: Individuals $1,000 to $5,000; Businesses $1,200 to $15,000.
Main office location
Quantum Strategies Wealth Advisory
32 Regency Plaza
Glen Mills PA 19342, United States
Number of offices
2
Most active in
Quantum Strategies Wealth Advisory has reported serving >5 clients in these states in the last 12 months.
Delaware · New Jersey · Pennsylvania
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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