CRD: 312748
Quantum Wealth Strategies, LLC
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- Custodian
- Charles Schwab & Company ยท Principal
- Clients
- Retail
- Platforms
- PrimeUnison
- Established Date
- 02-16-2021
- Office Locations
- 1
Office Locations
About Quantum Wealth Strategies, LLC
Quantum Wealth Strategies is a fiduciary, fee-based advisory firm delivering holistic financial planning and investment management. The practice focuses on retirement planning and cash-flow analysis, risk management, and coordinating tax and estate planning with outside professionals. Client work is tailored for business owners and women in transition (widowhood or divorce), supported by a secure client portal and options for ongoing management or hourly/project engagements.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ANGELA MARIE ZANGAROLA
Analyst, Chief Compliance Officer, Managing Member
- CRD
- #6543345
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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STEPHEN LEE RICHARDSON
Investment Advisor
- CRD
- #6530672
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $32,247,276 | -- |
| Non-Discretionary | $0 | -- |
| Total | $32,247,276 | -- |
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Separately Managed Accounts
Total SMA Asset: $32,247,276
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $729,090,405 | 20.3% |
| Equity - Exchange | $833,246,177 | 23.2% |
| Cash | $2,029,241,766 | 56.5% |
| Total | $3,591,578,348 | 100.0% |