Quantum Private Wealth, LLC

EST. AUM
$417,996,028

CONTACTS

CLIENT ACCOUNTS
372

Firm Details

Metro area Tampa
CRD Number 307358
Website quantumprivatewealth.com
Client types

Overview

Quantum Private Wealth, LLC is an independent, boutique SEC-registered investment adviser headquartered in Tampa, Florida, founded in 2020 by veteran wealth manager James Marshall Perkins. Operating under a strict fiduciary standard, the firm provides personalized wealth management and family-office-style advisory services to affluent individuals, entrepreneurs, and multi-generational families. Its proprietary “e3 Model” (Empower, Enhance, Elevate) serves as the foundation for developing Personalized Multigenerational Wealth Plans designed to support retirement security, lifestyle goals, and long-term family legacy objectives. As a fee-only firm, Quantum Private Wealth offers objective guidance free from commission-based incentives, utilizing customized portfolios that incorporate equities, fixed income, ETFs, and select alternative investments aligned with each client’s risk tolerance and financial goals.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Quantum Private Wealth, LLC

Platform Details

Investment Preferences

Alternative Activity

Address

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