QUANTUMVEST, INC.

QUANTUMVEST, INC. of SCOTTSDALE, AZ is an SEC-registered investment adviser (CRD 171780). Regulatory assets under management: $41.2M.

Registration

• CRD: 171780
• Type: Registered investment adviser
• Location: 5111 N. SCOTTSDALE ROAD, SCOTTSDALE, AZ, 85250
• Phone: 480-237-4007
• Latest filing: 2026-08-07
• Regulatory AUM: $41.2M
• Discretionary AUM: $39.7M
• Non-discretionary AUM: $1.5M
• Clients: 7
• Accounts: 175

Business model

Compensation: % of AUM, Hourly, Performance.

Clients served: High net worth, Pooled vehicles, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 171780 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search