$7.3M Total AUM
$7.3M Disc. AUM
-- 3Y CAGR
1 Employees
9 ADV. Clients
11 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Trade-PMR
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-21-2014
- Office Locations
- 1
Office Locations
2757 Plaza WAY Suite 104 St. Charles MO
About Quantumleap Wealth Management, LLC
QuantumLeap Wealth Management is a St. Charles, MO registered investment adviser providing wealth management, investment advisory, retirement planning, and asset management for retail clients seeking long-term income and legacy planning. The firm uses an asset-allocation approach with primarily ETF-based portfolios and supports clients on custodial platforms including Trade-PMR and Charles Schwab.
Team overview
-- AVG AGE
$7.3M AVG AUM / ADVISOR
$809.2K AVG AUM / CLIENT
11.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
T
THIPP RATSABOUTSEUA
Chief Compliance Officer, Managing Member, President
- CRD
- #4317175
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,283,051 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,283,051 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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