QUANTUM PRIVATE WEALTH, LLC

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	Illinois, United States

Employees

Total Number of Employees	3
Investment Advisory/Research	1
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	1
Licensed Agents of an Insurance Company	2
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	299	$270.1M
Non-Discretionary	51	$37.7M
Total	350	$307.8M

Clients

Type	Number	RAUM
Individuals	27	$14.9M
HNW Individuals	47	$289.0M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	<5	$3.9M
Charitable organizations	0	$0
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	0	$0
Other	0	$0

Type	Number
No. of Non-RAUM Clients	11
No. of Non-U.S. Clients	0

Services

Advisory Services	Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers)FINANCIAL CONSULTING SERVICES & FAMILY OFFICE AND WEALTH PLANNING
Compensation	% of AUMHourly charges

Identifiers

SEC RIA File Number	801-118195
SEC ERA File Number	801-118195
SEC CIK Numbers	1929662
SEC CRD Numbers	307358
Legal Entity Identifier	None

Principal Office

400 N. ASHLEY DRIVE
SUITE 1900
TAMPA
FL
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic