Quantum Financial Advisors, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

317386

SEC number

801-122978

Firm type

RIA

Assets under management

$1.5B as of Jun 5, 2026

Website

www.facebook.com/quantumadvisors ↗

Phone

(424) 447-8268

Address

530 Wilshire Blvd, Santa Monica, CA, 90401

Advisors at this firm

15 in our index · page 1 of 1

• Rasheed AhmedCRD 7188426 · Santa Monica, CA
  IA Registered
• Ryan Anthony BalderianCRD 6759503 · El Segundo, CA
  IA Registered
• David Allen DewolfCRD 4989155 · El Segundo, CA
  IA Registered
• John Dah-Ji EingCRD 6480695 · Porter Ranch, CA
  IA Registered
• Darius Geiser GagneCRD 2886373 · Santa Monica, CA
  IA Registered
• Elizabeth James GreulichCRD 6530952 · Santa Monica, CA
  IA Registered
• Wende Mattson HeadleyCRD 6236175 · Pasadena, CA
  IA Registered
• Kimberly HelmCRD 6941559 · Cambridge, MA
  IA Registered
• Matthew John HigginsCRD 6762868 · Santa Monica, CA
  IA Registered
• Alexandra Noelle LongCRD 6497381 · Santa Monica, CA
  IA Registered
• Jessica Lu-BuetowCRD 6146086 · Pasadena, CA
  IA Registered
• Jhojilyn V MalicdanCRD 6170216 · Bella Vista, AR
  IA RegisteredRegistration inactive
• Adam Guadalupe SalasCRD 5863423 · Santa Monica, CA
  IA Registered
• Tracy Ann ShemanoCRD 2309084 · Santa Monica, CA
  IA Registered
• Scott Miller SwansonCRD 6491551 · Santa Monica, CA
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.