Firm profile

QUANTUM FINANCIAL ADVISORS, LLC

SANTA MONICA, CACRD 317386Latest ADV January 23, 2026

Quantum Financial Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Santa Monica, CA. Its latest Form ADV filing, dated January 23, 2026, reports $1.5B in regulatory assets under management, 16 employees, 4 offices, and 1,707 accounts.

Assets Under Management
$1.5B
Employees
16
Offices
4 offices
Total Clients
451
Primary office
SANTA MONICA, CA
530 WILSHIRE BLVD, STE 206, SANTA MONICA, CA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOJessica Lu-buetow

Advisory services offered

3 types reported
Financial Planning Services
Pension consulting services
Portfolio management for individuals and small businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 62.1% of total clients.
Top client categories% of clientsClients
1
Individuals
62.1%
280
2
HNWI
37.9%
171
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$1.5Bas of January 23, 2026
Discretionary99.1%
$1.5B
99% of total RAUM99.1%
Non-discretionary0.9%
$14M
1% of total RAUM0.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$1.5B
Total Accounts1,707
10Y AUM Change+$1.5B

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees16
Clients per Employee28:1
10Y Employee Change+11 (+220.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.