Quantum Private Wealth, LLC

Quantum Private Wealth, LLC is a registered investment adviser based in Tampa, Florida, established in March 2020. The firm offers discretionary and non-discretionary portfolio management services tailored to meet clients' needs and investment objectives. Clients may grant discretionary authority for the firm to manage their accounts, allowing for the purchase or sale of securities without prior approval. Quantum Private Wealth may also use sub-advisers to manage portions of client accounts. The firm charges an annual fee of 1.00% of assets under management, billed quarterly in advance. Clients may combine account values to determine applicable advisory fees. The firm does not accept performance-based fees or engage in side-by-side management. Quantum Private Wealth serves individuals, high net worth individuals, and pension and profit sharing plans, typically requiring a minimum account size of $1,000,000. The firm's investment strategies include charting analysis, technical analysis, fundamental analysis, cyclical analysis, modern portfolio theory, long-term and short-term purchases, short sales, option writing, and more. Clients are responsible for voting on securities and may request advice on corporate actions and proxy voting rights. The firm does not vote proxies on behalf of clients. Clients receive trade confirmations and statements from the custodian holding their assets. Quantum Private Wealth does not have any disciplinary information to report and does not receive compensation for client referrals. The firm does not have custody of client funds and securities and does not provide regular written reports. Clients may terminate agreements with a 30-day written notice.