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QUANTUM FINANCIAL ADVISORS, LLC
CRD 317386File 801-122978
APPROVED
Retail clients
Custody
Filing as of Jun 5, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.48B
Above cohort median (national)
Discretionary AUM
$1.47B
Non-discretionary $13.6M
Clients
451
1,707 accounts
Employees
16
Above cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Jan 3, 2022
- Principal office
- 530 WILSHIRE BLVD, STE 206, SANTA MONICA, CA, 90401
- Phone
- (424) 447-8268
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.48B
- Discretionary AUM
- $1.47B
- Non-discretionary AUM
- $13.6M
- Discretionary accounts
- 1,675
- Non-discretionary accounts
- 32
- Total accounts
- 1,707
- AUM per client
- $3.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $509K |
| High net worth individuals | 171 | $1.19B |
| Pension and profit sharing plans | Fewer than 5 | $12.2M |
| Individuals (other than high net worth individuals) | 280 | $285.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.