Quantum Private Wealth

Finance · Illinois, United States · 1-10 Employees

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Overview

Headquarters

100 Saunders Rd Ste 150, Lake Forest, Il...

Phone Number

(847) 474-1400

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
1
1
1

About Quantum Private Wealth

Quantum Private Wealth is a boutique wealth management firm based in Lake Forest, Illinois, focused on multi-generational family investments. The firm operates as a fiduciary, offering personalized financial advice tailored to individual client needs and goals, with a commitment to aligning their interests above all others. Quantum employs their unique e3 model—empower, enhance, elevate—to assist clients in building a comprehensive wealth strategy and creating lifelong income streams. With a high-touch service approach, they cater to various stages of wealth management, ensuring clients feel supported through significant financial decisions.Explore more
Quantum Private Wealth's Social MediaPopular SearchesQuantum Private WealthQuantum Private Wealth LLCSIC Code 62,628NAICS Code 52,523Show more

Quantum Private Wealth Org Chart

JP
United States flag for contact location.

Chief Executive Officer & Managing Partner

PhoneEmail
AF
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Senior Client Service Administrator

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Quantum Private Wealth

<$5M
1-10
Private
-
2020
JP
James PerkinsCEO & Managing Partner
$7.6M
11-50
Private
-
2002
DT
Diane TinneyGeneral Manager
$6.9M
11-50
Private
-
1983
WT
Walter ToddPresident & Chief Investment Officer
<$5M
11-50
Private
-
1999
N/A
<$5M
1-10
Private
-
2020
Kelly Dane, Co-Founder at Defiant Capital Group
Kelly DaneCo-Founder
<$5M
1-10
Private
-
2013
GJ
Gloria JenningsManager, Benefits
<$5M
1-10
Private
-
2008
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Quantum Private Wealth is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Quantum Private Wealth is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Quantum Private Wealth.

Quantum Private Wealth Tech Stack

A closer look at the technologies used by Quantum Private Wealth

Quantum Private Wealth News & Media

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Frequently Asked Questions Regarding Quantum Private Wealth

What is Quantum Private Wealth's official website?
Quantum Private Wealth's official website is www.quantumprivatewealth.com
What is Quantum Private Wealth's Revenue?
Quantum Private Wealth's revenue is <$5 Million
What is Quantum Private Wealth's SIC code?
Quantum Private Wealth's SIC: 62,628
What is Quantum Private Wealth's NAICS code?
Quantum Private Wealth's NAICS: 52,523
How many employees does Quantum Private Wealth have?
Quantum Private Wealth has 1-10 employees
What industry does Quantum Private Wealth belong to?
Quantum Private Wealth is in the industry of: Finance, Securities Trading
What is Quantum Private Wealth competition?
Quantum Private Wealth top competitors include: Greenwood Capital Associates, Clear Investment Research, Money Manager, Defiant Capital Group
What technology does Quantum Private Wealth use?
Some of the popular technologies that Quantum Private Wealth uses are: Sentry, Microsoft 365, F5 BIG-IP Platform, Sectigo
How do I contact Quantum Private Wealth?
Quantum Private Wealth contact info: Phone number: (847) 474-1400 Website: www.quantumprivatewealth.com
What does Quantum Private Wealth do?

Quantum Private Wealth is a boutique wealth management firm based in Lake Forest, Illinois, focused on multi-generational family investments. The firm operates as a fiduciary, offering personalized financial advice tailored to individual client needs and goals, with a commitment to aligning their interests above all others. Quantum employs their un... ique e3 model—empower, enhance, elevate—to assist clients in building a comprehensive wealth strategy and creating lifelong income streams. With a high-touch service approach, they cater to various stages of wealth management, ensuring clients feel supported through significant financial decisions.Read More

What are Quantum Private Wealth social media links?
Quantum Private Wealth Linkedin page
Is Quantum Private Wealth a public company?
Quantum Private Wealth is private company therefore does not currently have an official ticker symbol
See more information about Quantum Private Wealth

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