# Quantum Private Wealth

Quantum Private Wealth is a Bank / Wealth / Trust based in Tampa, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Tampa, United States
- **Region:** North America
- **Address:** 400 N. Ashley Drive, Suite 1900, Tampa, FL 33602, United States
- **Founded:** 2020
- **Assets under management:** Undisclosed
- **Website:** quantumprivatewealth.com
- **LinkedIn:** https://www.linkedin.com/company/65365012

## Regulatory record

- **CRD number:** 307358
- **SEC file number:** 801-118195
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/307358

## About

Jim Perkins founded Quantum Private Wealth in 2020 after a career that included roles as Senior Managing Director and Senior Portfolio Manager at large international banks, most recently operating from Lake Forest, Illinois. The firm has since relocated its primary office to Tampa, Florida, with additional locations in Lake Forest and Frankfort, Michigan. Perkins built the firm to eliminate the structural conflicts he observed inside institutions — specifically describing it as a fee-only fiduciary whose advice and investment process are not governed by a distant committee. The firm deploys capital across public and private markets through an outcome-based framework it calls the 'e3 model' — empower, enhance, elevate — which sequences a client’s assets into income generation, retirement-growth, and multi-generational-wealth buckets. Rather than selling proprietary products, Quantum’s investment committee constructs customized portfolios using best-in-breed external managers and direct investments. The firm maintains custody relationships with Fidelity, Schwab, and Comerica, and draws research from unnamed external economists and investment firms, reflecting an open-architecture posture that avoids capture by any single asset manager. Quantum operates with a lean team of five professionals led by Perkins and includes his son Kohlton Perkins, who joined after a stint as a Regional Sales Consultant at AllianceBernstein. The firm describes its service model as an 'extended family office,' providing planning, trust-structure advice, and portfolio construction for individuals, high-net-worth families, and institutions nationwide. As of its most recent disclosures, no independent AUM or total deployment figure is publicly available. Structurally, Quantum functions as an RIA that grafts family-office-style service onto an open-architecture distribution model — a configuration that differentiates it from both the large banks Perkins exited and the single-family offices that manage concentrated pools of operating-company wealth. His son’s presence on the team introduces a succession dimension, though no formal transition plan has been disclosed.

## Offices

- Lake Forest, IL
- Frankfort, MI

## People

- Jim Perkins — CEO & Managing Partner
- Kohlton Perkins — Associate
- Andrea O'Brien — Senior Client Service Administrator
- Christen Zuffa — Client Service Administrator
- Jenny — Operations Manager

## Questions

### Who makes investment decisions at Quantum Private Wealth?

Jim Perkins is the CEO and Managing Partner and states that the investment process and client experience ultimately rest with him. The firm operates without a remote investment committee or centralized product desk, and Perkins works directly with clients to construct portfolios. Kohlton Perkins also participates as an Associate, supported by a small operations and client-service team.

### How does Quantum Private Wealth charge for its services?

Quantum operates as a fee-only fiduciary and does not charge commissions or receive economic benefits from partner firms. The firm explicitly states it does not sell products and earns revenue solely through an annual advisory fee calculated on assets under management. This structure is designed to eliminate conflicts tied to proprietary-product distribution.

### Who custodies Quantum Private Wealth’s client assets?

Quantum lists Fidelity, Schwab, and Comerica among its custodial and trust partners. The firm states it selects the custodian best suited to each individual client, maintaining flexibility rather than a single-provider mandate.

## Related profiles

- [Quantum Medical Concepts](https://altss.com/profile/quantum-medical-concepts)
- [Quantum Valley Investments](https://altss.com/profile/quantum-valley-investments)

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Last updated: 2026-06-03T20:00:00.000Z

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