SourcingSourcing

QUANTUM PRIVATE WEALTH, LLC

B51
CRD 307358·SEC 801-118195·TAMPA, FL
AUM
$418.0M
$100M-$500M
Est. Revenue
$4.2M
@ 1% on AUM
Est. EBITDA
$1.3M
@ 30% margin
Est. Deal Value
$10.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
QUANTUM PRIVATE WEALTH, LLC
CRD
307358
SEC file #
801-118195
EIN
844248448
DBA names
—

Economics

AUM
$418.0M
AUM band
$100M-$500M
AUM trajectory
'21'26
$215.0M → $418.0M▲ +94%
Client mix
Individuals High Net Worth57
Individuals Other33
Pension Profit Sharing Plans2

Operations

Employees (total)
6
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'21'26
3 advisors → 4 advisors▲ +33%
Primary office
TAMPA FL
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Fee basis
% of AUMHourly chargesCommissions

Filings

Latest ADV filing
03/02/2026
ADV-W filed at
—
Website
quantumprivatewealth.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
PERKINS, JAMES, MARSHALL
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
PERKINS, JAMES, MARSHALL
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
QUANTUMPRIVATEWEALTH.COM
Rdap Domain Creation Date
2019-12-16T20:52:57Z
Rdap Firm Age Years
7
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001929662
Edgar Registered
Yes
Edgar Filing Count
20
Edgar First Filing Date
2022-05-26
Edgar Last Filing Date
2026-04-27
Edgar 13f Count
18
Edgar 13f Latest AUM Estimate
Filing Date2026-04-27
Accession0001104659-26-049289

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Fidelity4
E*trade4
Edgar Addresses
Mailing
400 N. ASHLEY DRIVESUITE 1900TAMPA, FL 33602
Business
400 N. ASHLEY DRIVESUITE 1900TAMPA, FL 33602
Edgar EIN
844248448
Edgar Recent Filings
13F-HR2026-04-27 · 0001104659-26-049289
13F-HR2026-02-06 · 0001104659-26-011333
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-12-16T20:52:57Z
Rdap Domain Last Changed
2025-12-17T14:47:35Z
Rdap Nameservers
Ns12.wixdns.netNs13.wixdns.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
1452088
Trust Company Affiliate
No

People (1)

1
PERKINS, JAMES, MARSHALL
IAR · Direct Owner · 87.5%
1452088