# QUANTUM FINANCIAL ADVISORS, LLC

QUANTUM FINANCIAL ADVISORS, LLC of SANTA MONICA, CA is an SEC-registered investment adviser.

## Registration

- CRD: 317386
- Type: SEC-registered investment adviser
- SEC file number: 801-122978
- Location: 530 WILSHIRE BLVD, STE 206, SANTA MONICA, CA, 90401
- Phone: (424) 447-8268
- Latest filing: 2026-06-05
- Regulatory AUM: $1.5B
- Discretionary AUM: $1.5B
- Non-discretionary AUM: $13.6M
- Clients: 16
- Accounts: 1,707

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions

## Officers, owners & control persons (19)

| Name | Role | Location |
| --- | --- | --- |
| David Allen Dewolf | PARTNER | — |
| Scott Miller Swanson | PARTNER | — |
| Darius Geiser Gagne | PARTNER | — |
| John Dah-Ji Eing | PARTNER | — |
| Elizabeth James Greulich | PARTNER | — |
| Wende Mattson Headley | PARTNER | — |
| Ryan Anthony Balderian | PARTNER | — |
| Jessica Lu-Buetow | PARTNER & CHIEF COMPLIANCE OFFICER | — |
| Matthew John Higgins | PARTNER | — |
| Kimberly Helm | PARTNER | — |
| Adam Guadalupe Salas | PARTNER | — |
| MURRAY STEPHEN PATRICK | CHIEF COMPLIANCE OFFICER | — |
| DEWOLF DAVID ALLEN | PARTNER | — |
| GAGNE DARIUS GEISER | PARTNER | — |
| EING JOHN DAH-JI | PARTNER | — |
| HEADLEY WENDE MATTSON | PARTNER | — |
| GREULICH ELIZABETH JAMES | PARTNER | — |
| SWANSON SCOTT MILLER | PARTNER | — |
| Balderian Ryan Anthony | PARTNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/317386/brochure
- Similar advisers: https://search.stillhousedata.com/firm/317386/similar
- Related entities: https://search.stillhousedata.com/firm/317386/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/317386

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.