Quantum Financial Partners Llc
- Regulatory AUM
- $149M
- Discretionary
- $149M
- Clients
- 395
- Avg AUM / client
- $376K
- Accounts
- 534
- Employees
- 9
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 17, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 274 | $24.5M | 16.5% |
| High net worth individuals | 42 | $53.7M | 36.1% |
| Pooled investment vehicles (non-investment companies) | 1 | $9.6M | 6.46% |
| Charitable organizations | Fewer than 5 clients | $7.1M | 4.8% |
| Other | 78 | $53.7M | 36.2% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kenrick H Moore | Registered representative | Jan 2006 (21y) | ||
| Jeffrey Alan White | Registered representative | Apr 2006 (20y) | ||
| David S Baumann | Registered representative | Feb 2016 (10y) | ||
| Brett Allen Renner | Registered representative | Mar 2016 (10y) | ||
| Adam Loyd Musfeldt | Registered representative | Feb 2018 (9y) | ||
| Nicholas Tyler Rossin | Registered representative | Jan 2025 (2y) | ||
| Charles Henry Koch | Registered representative | CFP | Apr 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/17/2026 | 1.25 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $85.2M (57% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 17, 2026.
View current Form ADV (SEC/IAPD) ↗