RIA Intel›Advisers›Arizona›QUANTUMVEST, INC.

QUANTUMVEST, INC.

Advisory

SCOTTSDALE, AZ

Data as of Aug 7, 2026 · Source: SEC Form ADV

Average account

$236K

across 175 accounts

AUM per adviser

$21M

2 advisers

Source: SEC Form ADV. Figures as filed Aug 7, 2026.

Total AUM

$41M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

7

Assets Under Management

Total AUM$41M

Discretionary AUM$40M

Non-Discretionary AUM$1M

Discretionary %96.4%

Total Clients175

Team

Total Employees7

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InAZ, CA, FL, TX

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

175 clients

29 high-net-worth

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

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