QUANTUM WEALTH STRATEGIES, LLC

QUANTUM WEALTH STRATEGIES, LLC is an SEC-registered investment adviser (CRD 312748). Regulatory assets under management: $32.2M.

Registration

• CRD: 312748
• Type: Registered investment adviser
• Phone: 248-396-2593
• Latest filing: 2026-04-23
• Regulatory AUM: $32.2M
• Discretionary AUM: $32.2M
• Clients: 2
• Accounts: 184

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Corporations.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 312748 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search