RIA Intel›Advisers›Pennsylvania›QUANTUM STRATEGIES, LLC

QUANTUM STRATEGIES, LLC

Advisory

GLEN MILLS, PA

Data as of Feb 4, 2026 · Source: SEC Form ADV

Rank in PA

#968

of 1,528 advisers by AUM

Average account

$2M

across 35 accounts

AUM per adviser

$67M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 4, 2026.

Total AUM

$67M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$67M

Discretionary AUM$67M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients35

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InDE, NJ, PA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

35 clients

9 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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