Adviser Profile
| As of Date | 02/28/2026 |
| Registration status | Registration Changed to QUANTUM FINANCIAL PARTNERS LLC |
| ADV Location | OVERLAND PARK, KS, United States |
| Contact Info | 913 xxxxxxx |
| Websites |
| AUM* | 148,559,060 57% |
| of that, discretionary | 148,559,060 57% |
| Number of Employees | 8 |
| of those in investment advisory functions | 6 -14% |
| Private Fund GAV* | 0 -100% |
| Avg Account Size | 278,200 25% |
| % High Net Worth | 10.53% -20% |
| SMA’s | No |
| Private Funds | 0 1 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Charitable organizations
- Other
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Performance-based fees
Reported AUM
1
1
1
1