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RIA / WealthAdvisor24 years in industry

STEVEN PAUL VAN METRE

Advisor at QUANTUM WEALTH ADVISORS LLC

Winter Garden, FL | CHICO, CA

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Search this name across graphsid dfx:ria:91e72dc1-9daf-ef24-e0c1-9a28363a26f1

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:11 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Nov 10, 2006 to Sep 15, 2026

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

Current firm: QUANTUM WEALTH ADVISORS LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 1, 2001earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Nov 1, 2005
First registration: Nov 10, 2006
Dual registered: no
IAPD individual key: 4994543

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
QUANTUM WEALTH ADVISORS LLC	State registered	Jan 14, 2026	n/a	yes	CHICO, CA\|Winter Garden, FL	Current employment
ATLAS FINANCIAL ADVISORS, INC.	Former SEC adviser	Apr 3, 2012	Jun 30, 2026	no	Winter Garden, FL\|BAKERSFIELD, CA\|OROVILLE, CA\|WINTER GARDEN, FL	Previous registration
PACIFIC FINANCIAL STRATEGIES, INC	Independent wealth	Jun 3, 2010	Mar 30, 2012	no	THOUSAND OAKS, CA	Previous registration
BROKERSXPRESS LLC	Former SEC adviser	Aug 28, 2008	Nov 20, 2008	no	BAKERSFIELD, CA\|BAKERSFIELD, CA	Previous registration
CAPITAL FINANCIAL SERVICES, INC.	Former SEC adviser	Nov 10, 2006	Sep 4, 2008	no	BAKERSFIELD, CA\|BAKERSFIELD, CA\|FRESNO, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ATLAS FINANCIAL ADVISORS, INC.	QUANTUM WEALTH ADVISORS LLC	Jun 30, 2026	Jan 14, 2026	-167	Firm change after gap	RIA to state RIA
PACIFIC FINANCIAL STRATEGIES, INC	ATLAS FINANCIAL ADVISORS, INC.	Mar 30, 2012	Apr 3, 2012	4	Firm change	Other
BROKERSXPRESS LLC	PACIFIC FINANCIAL STRATEGIES, INC	Nov 20, 2008	Jun 3, 2010	560	Firm change after gap	Other
CAPITAL FINANCIAL SERVICES, INC.	BROKERSXPRESS LLC	Sep 4, 2008	Aug 28, 2008	-7	Firm change	Other

Relationships

Registered with (5)

→ QUANTUM WEALTH ADVISORS LLCRegistered adviserregistration: current employment
Jan 14, 2026 to presentfactForm ADV
→ ATLAS FINANCIAL ADVISORS, INC.Registered adviserregistration: previous registration
Apr 3, 2012 to Jun 30, 2026factForm ADV
→ PACIFIC FINANCIAL STRATEGIES, INCRegistered adviserregistration: previous registration
Jun 3, 2010 to Mar 30, 2012factForm ADV
→ BROKERSXPRESS LLCRegistered adviserregistration: previous registration
Aug 28, 2008 to Nov 20, 2008factForm ADV
→ CAPITAL FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Nov 10, 2006 to Sep 4, 2008factForm ADV

Dated events

Occurred
Jun 30, 2026
Advisor changed firm
Steven Paul Van Metre left Atlas Financial Advisors, Inc. for Quantum Wealth Advisors Llc (registered 2026-01-14)
Form ADVobserved 4 days ago