David
Dewolf
Quantum Financial Advisors, LLC
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About this Advisor
David Dewolf is a certified financial planner operating out of Manhattan Beach, California who has 1 year of relevant experience. Dewolf works at Quantum Financial Advisors, LLC. Over the course of their career, they have held roles at Quantum Financial Advisors, LLC and Abacus Wealth Partners, LLC. Dewolf holds a Series 65 license, certifying them as an investment advisor representative, and is able to advise clients in California and Texas. Quantum Financial Advisors, LLC is a company that has its headquarters in Manhattan Beach, CA. It has offices in three locations and a total of 13 advisors. It administers $816 million in assets between its 1,364 accounts, placing it among the bigger investment advisory firms in the United States by assets under management. Of its 1,364 accounts, 38% are associated with high-net-worth individuals who have at least $1 million in assets. The company has a broad range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and pension consulting services. Fees for financial advisory services depend on which services the firm provides the client. However, fees billed by Quantum Financial Advisors, LLC most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Quantum Financial Advisors, LLC Brokerage Details
$816,281,370
13
1,364
$598,447
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
David Dewolf Work History
David has been registered as a financial advisor for 1 years.*
Quantum Financial Advisors, LLC
Abacus Wealth Partners, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of David Dewolf to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Quantum Financial Advisors, LLC
Manhattan Beach, CA
Manhattan Beach, CA
Manhattan Beach, CA
Manhattan Beach, CA
Manhattan Beach, CA
Manhattan Beach, CA
Manhattan Beach, CA
Manhattan Beach, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
