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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

QUANTUM FINANCIAL PARTNERS LLC

CRD 138112

OVERLAND PARK, KS

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:6001ea47-07c2-184b-05d4-7ac8c694a1b3

Data as of Sep 4, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:17 PM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 0
On other graphs: 0
Observed: Jan 26, 2026 to Sep 4, 2026
5 observations

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.53 fund_share=0.06 institutional_share=0.05 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $149MItem 5.F on the latest filing (2026-09-04); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $149M
Private client RAUM: $78.1MderivedItem 5.D individuals plus high net worth individuals
Private client share: 53%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 7
RAUM per advisor: $21.2Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 9
Advisory employees: 7
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 534
Individual clients: 274
High net worth clients: 42
Custody, client assets: $0
SEC number: 801-135417
CRD: 138112
Filings on the tape: 5
First filed: Jan 26, 2026
Latest filed: Sep 4, 2026
Organised: Limited Liability Company, KS
Website: quantumfinancialpartners.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
KENRICK H MOORE	n/a	OVERLAND PARK, KS	20	26	4	no
JEFFREY ALAN WHITE	n/a	OVERLAND PARK, KS	20	26	3	no
DAVID S BAUMANN	n/a	OVERLAND PARK, KS \| Omaha, NE	10	21	3	no
BRETT ALLEN RENNER	n/a	OVERLAND PARK, KS \| Lake Ozark, MO \| Omaha, NE	10	15	1	no
ADAM LOYD MUSFELDT	n/a	Omaha, NE \| OVERLAND PARK, KS	8	15	3	no
NICHOLAS TYLER ROSSIN	n/a	OVERLAND PARK, KS	1	11	1	no
CHARLES HENRY KOCH	Certified Financial Planner	OVERLAND PARK, KS	0	22	6	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
MUSFELDT, ADAM, LOYD	CCO/MEMBER	C	yes	10/2018	Sep 4, 2026	Sep 4, 2026
BAUMANN, DAVID, S	Member	B	no	09/2019	Sep 4, 2026	Sep 4, 2026

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 1 of 3

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 10, 2026	$149M	$149M	8	6	1	1	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	0.0%	0	0	0	2	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$149M	n/a	n/a	n/a	n/a	9	n/a	1	n/a

Relationships

Owns (1)

← BAUMANN, DAVID, SOwnerMEMBER, ownership code B, individual
Sep 4, 2026 to presentfactForm ADV

Controls (1)

← MUSFELDT, ADAM, LOYDOwnerCCO/MEMBER, ownership code C, individual
Sep 4, 2026 to presentfactForm ADV

Registered with (9)

← CHARLES HENRY KOCHAdvisorregistration: current employment
Apr 17, 2026 to presentfactForm ADV
← NICHOLAS TYLER ROSSINAdvisorregistration: current employment
Jan 2, 2025 to presentfactForm ADV
← ADAM LOYD MUSFELDTAdvisorregistration: current employment
Feb 6, 2018 to presentfactForm ADV
← BRETT ALLEN RENNERAdvisorregistration: current employment
Mar 11, 2016 to presentfactForm ADV
← DAVID S BAUMANNAdvisorregistration: current employment
Feb 23, 2016 to presentfactForm ADV
← JEFFREY ALAN WHITEAdvisorregistration: current employment
Apr 17, 2006 to presentfactForm ADV
← KENRICK H MOOREAdvisorregistration: current employment
Jan 12, 2006 to presentfactForm ADV
← JOSEPH JAMES PUETZAdvisorregistration: previous registration
Jan 7, 2016 to Feb 6, 2017factForm ADV
← RUSSELL EDWARD FIEGERAdvisorregistration: previous registration
Apr 17, 2006 to Jun 1, 2006factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6001ea47-07c2-184b-05d4-7ac8c694a1b3
First observed: Jan 26, 2026
Last observed: Sep 4, 2026 17 days 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.

QUANTUM FINANCIAL PARTNERS LLC

CRD 138112

OVERLAND PARK, KS

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:6001ea47-07c2-184b-05d4-7ac8c694a1b3

Data as of Sep 4, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:17 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

KENRICK H MOORE

n/a

OVERLAND PARK, KS

JEFFREY ALAN WHITE

n/a

OVERLAND PARK, KS

DAVID S BAUMANN

n/a

OVERLAND PARK, KS | Omaha, NE

BRETT ALLEN RENNER

n/a

OVERLAND PARK, KS | Lake Ozark, MO | Omaha, NE

ADAM LOYD MUSFELDT

n/a

Omaha, NE | OVERLAND PARK, KS

NICHOLAS TYLER ROSSIN

n/a

OVERLAND PARK, KS

CHARLES HENRY KOCH

Certified Financial Planner

OVERLAND PARK, KS

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

MUSFELDT, ADAM, LOYD

CCO/MEMBER

yes

10/2018

Sep 4, 2026

BAUMANN, DAVID, S

Member

09/2019

Sep 4, 2026

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 10, 2026

$149M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$149M

n/a