CRD: 226572
Quantum Strategies Wealth Advisory
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- Custodian
- Altruist · Ascensus · Charles Schwab & Company · Nationwide · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Timber
- Established Date
- 06-10-2015
- Office Locations
- 1
Office Locations
About Quantum Strategies Wealth Advisory
Quantum Strategies Wealth Advisory is an independent fiduciary serving financially established individuals and closely held/family-owned businesses across the U.S. The firm delivers wealth management, estate and tax-aware planning, business succession support, family office services (acting as a family CFO), and employer retirement plan consulting. Its capital management emphasizes risk control and tax efficiency, using quantitative and fundamental research to identify mispriced securities, and can oversee private partnerships and alternative assets.
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Owner & Executives
WILLIAM JOSEPH RIZZO
Chief Compliance Officer, CHIEF STRATEGIST, INVESTMENT ADVISOR REPRESENTATIVE, Managing Partner, Partner
- CRD
- #1988362
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $66,746,049 | -- |
| Non-Discretionary | $0 | -- |
| Total | $66,746,049 | -- |
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Separately Managed Accounts
Total SMA Asset: $66,746,049
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,940,874,766 | 41.8% |
| Equity - Exchange | $1,245,298,645 | 17.7% |
| Cash | $2,849,412,153 | 40.5% |
| Total | $7,035,585,564 | 100.0% |