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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Analyst15 years in industry

ADAM GUADALUPE SALAS

Advisor at QUANTUM FINANCIAL ADVISORS, LLC

SANTA MONICA, CA

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Search this name across graphsid dfx:ria:bcd70bf3-41da-f7c3-516f-a001c8d3c815

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:38 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Jan 24, 2011 to Sep 14, 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 FINANCIAL ADVISORS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 30, 2010earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner|Chartered Financial Analyst
Exams: S66
First exam: Dec 30, 2010
First registration: Jan 24, 2011
Dual registered: no
Other names: ADAM SALAS
IAPD individual key: 5863423

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 FINANCIAL ADVISORS, LLC	Independent wealth	Jan 7, 2025	n/a	yes	SANTA MONICA, CA	Current employment
WEALTH ARCHITECTS, LLC	Independent wealth	Dec 8, 2017	Jan 6, 2025	no	MOUNTAIN VIEW, CA	Previous registration
YELLOWBRICKROAD FINANCIAL ADVISORS, LLC	Former SEC adviser	Nov 28, 2016	Dec 19, 2017	no	CORTE MADERA, CA	Previous registration
ABACUS WEALTH PARTNERS	Independent wealth	Jun 15, 2012	Jan 5, 2017	no	SANTA MONICA, CA	Previous registration
EDWARD JONES	National bd RIA	Jan 24, 2011	Feb 8, 2011	no	ST LOUIS, MO	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
WEALTH ARCHITECTS, LLC	QUANTUM FINANCIAL ADVISORS, LLC	Jan 6, 2025	Jan 7, 2025	1	Firm change	RIA to RIA
YELLOWBRICKROAD FINANCIAL ADVISORS, LLC	WEALTH ARCHITECTS, LLC	Dec 19, 2017	Dec 8, 2017	-11	Firm change	Other
ABACUS WEALTH PARTNERS	YELLOWBRICKROAD FINANCIAL ADVISORS, LLC	Jan 5, 2017	Nov 28, 2016	-38	Firm change after gap	Other
EDWARD JONES	ABACUS WEALTH PARTNERS	Feb 8, 2011	Jun 15, 2012	493	Firm change after gap	Other

Relationships

Registered with (5)

→ QUANTUM FINANCIAL ADVISORS, LLCRegistered adviserregistration: current employment
Jan 7, 2025 to presentfactForm ADV
→ WEALTH ARCHITECTS, LLCRegistered adviserregistration: previous registration
Dec 8, 2017 to Jan 6, 2025factForm ADV
→ YELLOWBRICKROAD FINANCIAL ADVISORS, LLCRegistered adviserregistration: previous registration
Nov 28, 2016 to Dec 19, 2017factForm ADV
→ ABACUS WEALTH PARTNERSRegistered adviserregistration: previous registration
Jun 15, 2012 to Jan 5, 2017factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Jan 24, 2011 to Feb 8, 2011factForm ADV

Dated events

Occurred
Jan 6, 2025
Advisor changed firm
Adam Guadalupe Salas left Wealth Architects, Llc for Quantum Financial Advisors, Llc (registered 2025-01-07)
Form ADVobserved 5 days ago