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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Prime crestQuantum +more
- Established Date
- 01-02-2013
- Office Locations
- 1
Office Locations
About Quantum Leap Capital, LLC
Quantum Leap Capital, LLC is an independent RIA in South Burlington, VT providing planning-led advice with investment management, tax planning, retirement income planning, insurance reviews, and business financial planning for individuals and business owners. The firm emphasizes a disciplined, logical process and frequent client communication; assets are custodied at Charles Schwab and portfolios commonly use ETFs and U.S. government/agency bonds.
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Owner & Executives
WILLIAM BRENDAN WALSH
CFP , Chief Compliance Officer, Managing Member
- CRD
- #3049060
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Alison Jean Davis
Financial Planner
- CRD
- #6911640
Deirdre McHugh Keenan
Financial Planner
- CRD
- #7646199
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $102,561,650 | $316,548 |
| Non-Discretionary | $17,980,155 | $71,634 |
| Total | $120,541,805 | $209,638 |
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Separately Managed Accounts
Total SMA Asset: $120,541,805
| Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | $477,403,872 | 15.5% |
| Equity - Exchange | $834,686,769 | 27.1% |
| Public Funds | $982,527,968 | 31.9% |
| Cash | $785,406,369 | 25.5% |
| Total | $3,080,024,978 | 100.0% |