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- Custodian
- Charles Schwab & Company · TD Ameritrade · Vanguard
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-03-2022
- Office Locations
- 8
Office Locations
About Quantum Financial Advisors, LLC
Quantum Financial Advisors is a fiduciary wealth management firm delivering individualized financial planning and portfolio management, pairing collaborative advice with technology. It serves business owners, executives, women, and clients navigating major life transitions, often acting as a “personal CFO.” The investment approach is research-driven and centered on disciplined asset allocation, commonly implemented with ETFs and public funds. Uses eMoney and Orion; affiliated with CFP, CFA, NAPFA, FPA, and CEPA.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
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Platform
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Owner & Executives
DAVID ALLEN DEWOLF
Advisor, Chief Financial Officer, Partner
- CRD
- #4989155
- Ownership
- 10% but less than 25%
JOHN DAH-JI EING
PARTNER
- CRD
- #6480695
- Ownership
- 10% but less than 25%
Bridge north
Quantum oak alpha
- CRD
- #71156
- Ownership
- 33.8%
Showing 2 of 11 owners & executives
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Rasheed Ahmed
Financial Advisor
- CRD
- #7188426
ALEXANDRA NOELLE LONG
--
- CRD
- #6497381
Optima vital
Meridian crest zenith
- CRD
- #37550
Showing 2 of 15 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,470,469,309 | $877,892 |
| Non-Discretionary | $13,642,453 | $426,327 |
| Total | $1,484,111,762 | $869,427 |
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Separately Managed Accounts
Total SMA Asset: $1,484,111,762
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $362,189,746 | 6.3% |
| Public Funds | $1,511,998,465 | 26.3% |
| Cash | $465,672,531 | 8.1% |
| Corporate - Investment Grade | $948,592,193 | 16.5% |
| Municipal Bonds | $1,420,013,767 | 24.7% |
| U.S. Government/Agency | $1,040,576,890 | 18.1% |
| Total | $5,749,043,592 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| OPTIMA TIMBER HORIZON | VERTEX NORTH | JU3RY4CWF | EVXH | 12.51% | $20,810,517 |
| VALUE CATALYST | VITAL PATHWAY | LOXBU5ZOQ | ERGA | 7.62% | $40,988,517 |
| HARBOR EMBER DELTA | FUSION VECTOR | WH6338XBV | BXR | 2.89% | $85,210,118 |
| EMBER MERIDIAN | PATHWAY RIDGE | 5N2ZS2UDW | NRHG | 9.80% | $98,211,059 |
| PATHWAY WAVE GLACIER | RADIAL EAGLE | V93GT6W0V | NFPVV | 2.31% | $11,694,026 |
| WAVE VITAL | HORIZON HORIZON | SUJ39Z7QU | MIHN | 4.79% | $33,643,870 |
| VITAL FOCUS LEGACY | HORIZON MATRIX | 6PVDK89ET | VTY | 7.89% | $10,723,679 |
| FOUNDATION RIDGE | PATHWAY MOMENTUM | 85PXAQ5CR | OFSCT | 0.68% | $65,284,019 |