This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.98 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$727MItem 5.F on the latest filing (2025-12-19); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$711M

Private client RAUM

$716MderivedItem 5.D individuals plus high net worth individuals

Private client share

98%derivedprivate client RAUM over total RAUM

Advisors on IAPD

15

RAUM per advisor

$48.5Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

19

Advisory employees

13

Offices

1Schedule D 1.F, beyond the principal office

Accounts

3,025

Individual clients

537

High net worth clients

253

Custody, client assets

$39.0M

SEC number

801-110112

CRD

115877

Filings on the tape

30

First filed

Mar 1, 2017

Latest filed

Dec 19, 2025

Organised

Corporation, WA

• Occurred

  Dec 16, 2024
  Regulatory AUM changed

  Quantum Financial Planning Services, Inc. reported RAUM $591.6M, up 27% from $466.4M (2024-09-23 to 2024-12-16)

  Form ADVobserved 5 days ago
  $125M
• Occurred

  Mar 1, 2017
  First Form ADV filing

  Quantum Financial Planning Services, Inc. filed its initial SEC registration (Form ADV)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:337ca279-c5c8-7423-97b8-99c3572960de

First observed

Mar 1, 2017

Last observed

Dec 19, 2025 9 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.