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Low Risk VerifiedRegulated
Quantum Wealth Advisors
United States
8.8
Overall / 10
Top Rated
About
Quantum Wealth Advisors is an SEC-registered investment advisor with over $5 billion in assets under management. Founded in 2009, the firm provides comprehensive wealth management services including financial planning, tax optimization, and estate planning for high-net-worth families and institutions.
License & Regulatory Information
SEC Registration #801-78234
8-Factor Rating Breakdown
This firm demonstrates strong regulatory compliance, transparent operations, and a positive track record. Recommended for verified investors.
Regulatory Transparency
9.3Corporate Background
8.9Operating History
8.7User Feedback
8.7Risk Control
2.1Complaint Handling
0.0Information Disclosure
8.9Public Records
9.1Tags
RegulatedSECTier 1VerifiedInstitutionalTop Rated