David A. Dewolf

QUANTUM FINANCIAL ADVISORS

El Segundo, CA 90245

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CRD#: 4989155

Professional summary

David Allen Dewolf, CFP®, who also goes by David Dewolf, is a registered financial advisor currently at QUANTUM FINANCIAL ADVISORS, LLC located in El Segundo, California.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. David has worked at 3 firms and has passed the Series 65 exam.

Biography

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David works with successful business owners and executives as their Personal CFO, ensuring they do not lose the wealth they've created.
 
Dave holds a BA in Business Economics from UCLA as well as an MBA from UCLA Anderson.  He is actively involved in the community, including serving on the Board of Directors for several Los Angeles area charitable organizations.   Dave is married with twin boys, and enjoys scuba diving, spending time at the beach and teaching the boys to play soccer.

Question & Answer

What are your service offerings?

Employee and Employer Plan Ben...

Retirement Planning

Tax Planning

Estate Planning

Comprehensive Financial Planni...

Business Succession Planning

Investment Planning

Do you have an area of expertise or specialization?

Business Owners

Entrepreneurs

Estate & Generational Planning...

Investment Advice with Ongoing...

Retirement Planning & Distribu...

Tax Planning

What is your minimum asset requirement?

Are you a "fiduciary"?

Yes

Aliases

David Dewolf

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Allen Dewolf's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2006

Experience

Current

January 3, 2022 - Present

QUANTUM FINANCIAL ADVISORS, LLC

Office #1: 222 N. Pacific Coast Highway, El Segundo, CA 90245

RIA

CRD#: 317386

El Segundo, CA

Past

February 14, 2012 - January 28, 2022

ABACUS WEALTH PARTNERS

RIA

CRD#: 128590

CULVER CITY, CA

Past

October 14, 2005 - December 31, 2012

QUANTUM WEALTH MANAGEMENT LLC

RIA

CRD#: 136213

SANTA MONICA, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

QUANTUM FINANCIAL ADVISORS, LLC

CRD#: 317386 / SEC#: 801-122978

RIA

Registered Investment Advisory firm - (1/3/2022 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(1/3/2022)

IAR

Texas
(4/29/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/17/2005

Uniform Investment Adviser Law Examination

Current Firm

QUANTUM FINANCIAL ADVISORS, LLC

CRD#: 317386 / SEC#: 801-122978

RIA

Registered Investment Advisory firm - (1/3/2022 Approved)

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Contact information

Main Address

530 Wilshire Blvd Ste 206, Santa Monica, CA 90401

Mailing Address

Phone number

(424) 447-8268

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (14 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV 2A FIRM BROCHURE (2/14/2025)

Regulatory assets under management

Total Number of Accounts	1,601
AUM (Assets Under Management)	$ 1,229,915,377

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

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David A. Dewolf

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Allen Dewolf's CRS (Customer Relationship Summary).

Certified licenses

Experience

QUANTUM FINANCIAL ADVISORS, LLC

ABACUS WEALTH PARTNERS

QUANTUM WEALTH MANAGEMENT LLC

Primary Firm SEC Registration

QUANTUM FINANCIAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/17/2005

Current Firm

QUANTUM FINANCIAL ADVISORS, LLC

Contact information

SEC notice filing (14 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

QUANTUM FINANCIAL ADVISORS, LLC

TRUST BUT VERIFY

Contact information

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