Quantum Financial Partners LLC: new SEC registration, $149M AUM, Overland Park, KS
Quantum Financial Partners LLC (Overland Park, Kansas): new SEC registration, $149M AUM, Overland Park, KS. Its amount of 149 is above the median of 135 (56th percentile). Dated 252 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-11-04, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 149 · 56th percentile of 1,225 NewRiaPulse records · 1.1x the median
Free preview: all 11 published fields of this record are shown below. Locked: 8 related KS NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Quantum Financial Partners LLC |
| Legal name | Quantum Financial Partners LLC |
| CRD | 138112 |
| Status | Approved |
| Registered with the SEC | 2026-02-26 |
| Latest Form ADV filing | 2026-09-04 |
| Location | Overland Park, KS, United States |
| Regulatory AUM | $148,559,060 |
| Accounts | 534 |
| Employees | 9 |
| Website | http://www.quantumfinancialpartners.com |
| amount percentile | 56th of 1,225 (median 135, 1.1x median) |
| Peer records CSV (9 KS records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-02-26
- Data refreshed: 2026-11-04
- Refunds on request within 14 days
Top NewRiaPulse records (KS first): Mcd-Kissner Gp, LLC · Prairie Advisory, LLC · Glass Lakes Capital Management LLC · Pathway Financial Solutions, INC. · Engage Wealth Advisors, LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 04 Nov 2026 21:45:24 GMT
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Peer benchmark and outreach value: Quantum Financial Partners LLC and 9 Kansas peers
- Kansas NewRiaPulse records like this one: 9
- Quantum Financial Partners LLC's amount: 56th percentile of 1,225 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Kansas peer: $1,800 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $149M under management.
- Website on file.
What is the NewRiaPulse record for Quantum Financial Partners LLC in Overland Park, Kansas?
Quantum Financial Partners LLC received SEC registration as an investment adviser (2026-02-26) with $148,559,060 in regulatory assets under management, based in Overland Park, KS.
How does Quantum Financial Partners LLC compare to other Kansas NewRiaPulse records?
Its amount of 149 sits in the upper half (56th percentile) of 1,225 records; the median is 135. It is 252 days old; check the official source for later updates before acting.
Quantum Financial Partners LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Quantum Financial Partners LLC | Overland Park, KS | 149 | 56th | 2026-02-26 |
| Bollin Wealth Management, LLC | Perrysburg, OH | 153 | 57th | 2026-10-20 |
| New Paradigm Capital Management, LLC | Great Falls, VA | 167 | 61st | 2026-10-16 |
| Von Haefen Financial Management | 128 | 46th | 2026-10-28 |
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NewRiaPulse: $100M-$500M NewRiaPulse: records in Kansas NewRiaPulse: Approved
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.