QUANTUM STRATEGIES WEALTH ADVISORY

QUANTUM STRATEGIES WEALTH ADVISORY of GLEN MILLS, PA is an SEC-registered investment adviser (CRD 226572). Regulatory assets under management: $66.7M.

Registration

• CRD: 226572
• Type: Registered investment adviser
• Location: 32 REGENCY PLAZA, GLEN MILLS, PA, 19342
• Phone: 610-624-1770
• Latest filing: 2026-02-04
• Regulatory AUM: $66.7M
• Discretionary AUM: $66.7M
• Clients: 1
• Accounts: 35

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, 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 226572 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search