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RIA / WealthRegistered adviserstate registeredstate registeredRAUM under $100M

QUANTUM STRATEGIES WEALTH ADVISORY

QUANTUM STRATEGIES, LLC, CRD 226572

GLEN MILLS, PA

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:befc04eb-2837-d85d-4e1a-8498cb676c53

Data as of Feb 4, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 11:32 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 1
Observed: Feb 4, 2026 to Feb 4, 2026
1 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Allocatorsidentity

Quantum Strategies Wealth Advisory

Investment consultant · shared crd

Facts

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

Firm class: state registeredderivedon the IAPD state feed, not SEC-registered
Regulatory AUM: $66.7MItem 5.F on the latest filing (2026-02-04); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $66.7M
Private client RAUM: $33.2MderivedItem 5.D individuals plus high net worth individuals
Private client share: 50%derivedprivate client RAUM over total RAUM
Employees: 1
Advisory employees: 1
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 35
Individual clients: 16
High net worth clients: 9
CRD: 226572
Filings on the tape: 1
First filed: Feb 4, 2026
Latest filed: Feb 4, 2026
Organised: Limited Liability Company, DE
Website: quantumwealthadvisory.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
WILLIAM JOSEPH RIZZO	n/a	Glen Mills, PA	11	37	1	no

Relationships

Registered with (2)

← WILLIAM JOSEPH RIZZOAdvisorregistration: current employment
Jun 10, 2015 to presentfactForm ADV
← CYNTHIA LYNN DE SAINTE MARESVILLEAdvisorregistration: previous registration
Nov 11, 2020 to Apr 12, 2022factForm ADV

Dated events

Occurred
Apr 12, 2022
Advisor changed firm
Cynthia Lynn De Sainte Maresville left Quantum Strategies Wealth Advisory for Smithbridge Asset Management, Inc. (registered 2022-07-13)
Form ADVobserved 3 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:befc04eb-2837-d85d-4e1a-8498cb676c53
First observed: Feb 4, 2026
Last observed: Feb 4, 2026 7 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.

QUANTUM STRATEGIES WEALTH ADVISORY

QUANTUM STRATEGIES, LLC, CRD 226572

GLEN MILLS, PA

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:befc04eb-2837-d85d-4e1a-8498cb676c53

Data as of Feb 4, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 11:32 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

WILLIAM JOSEPH RIZZO

n/a

Glen Mills, PA