CRD: 307358
Quantum Private Wealth, LLC
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-09-2020
- Office Locations
- 1
Office Locations
About Quantum Private Wealth, LLC
Quantum Private Wealth is a boutique Florida RIA delivering fiduciary, fee-only planning and outcome-based portfolio management for individuals and families, including multigenerational wealth and legacy needs. Using its e3 (empower/enhance/elevate) framework, the firm builds goal-aligned portfolios that can include public and private direct investments. Positioned as an “extended family office” with high-touch service; Fidelity/NFS listed custodian.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JAMES MARSHALL PERKINS
Chief Compliance Officer, Partner, President
- CRD
- #1452088
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $417,996,028 | $1,123,645 |
| Non-Discretionary | $0 | -- |
| Total | $417,996,028 | $1,123,645 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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