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Steven Paul Van Metre

Steven Paul Van Metre

CFP®
QUANTUM WEALTH ADVISORS
CHICO, CA
·CRD# 4994543·21 years registered

Professional Summary

Steven Paul Van Metre, CFP® is a registered financial advisor currently at QUANTUM WEALTH ADVISORS LLC located in Chico, California. Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Steven has worked at 6 firms and has passed the Series 65, Series 63 and Series 6 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

More Resources

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Credentials

CFP®
Certified Financial PlannerSince 2015

Years of Experience

21 years registered in the securities industry

Current & Past Employments

Current

QUANTUM WEALTH ADVISORS LLCCurrent·CRD# 336823
RIA
1. Chico, CA2. Winter Garden, FL
January 14, 2026 - Present

Past

ATLAS FINANCIAL ADVISORS, INC.Past·CRD# 160276
RIA
Winter Garden, FL
April 3, 2012 - June 30, 2026
PACIFIC FINANCIAL STRATEGIES, INCPast·CRD# 151434
RIA
Thousand Oaks, CA
June 3, 2010 - March 30, 2012
BROKERSXPRESS LLCPast·CRD# 127081
RIA
Bakersfield, CA
August 28, 2008 - November 20, 2008
BROKERSXPRESS LLCPast·CRD# 127081
BD
Chicago, IL
August 28, 2008 - November 20, 2008
CAPITAL FINANCIAL SERVICES, INC.Past·CRD# 8408
RIA
Bakersfield, CA
November 10, 2006 - September 4, 2008
CAPITAL FINANCIAL SERVICES, INC.Past·CRD# 8408
BD
Bakersfield, CA
December 12, 2005 - September 4, 2008
USA FINANCIAL SECURITIES LLCPast·CRD# 103857
BD
Ada, MI
November 3, 2005 - November 15, 2005

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Current Firm

QW
QUANTUM WEALTH ADVISORS LLC

QUANTUM WEALTH ADVISORS LLC

CRD#: 336823
Arizona
Registered Investment Advisory firm - Arizona (9/5/2025 Approved)
California
Registered Investment Advisory firm - California (9/16/2025 Approved)
Florida
Registered Investment Advisory firm - Florida (9/15/2025 Approved)
Idaho
Registered Investment Advisory firm - Idaho (1/26/2026 Approved)
Louisiana
Registered Investment Advisory firm - Louisiana (9/15/2025 Approved)
Michigan
Registered Investment Advisory firm - Michigan (9/16/2025 Approved)
New York
Registered Investment Advisory firm - New York (9/16/2025 Approved)
Pennsylvania
Registered Investment Advisory firm - Pennsylvania (10/1/2025 Approved)
Texas
Registered Investment Advisory firm - Texas (11/7/2025 Approved)

Contact Information

Main Address

Chico, CA

Mailing Address

Po Box 21, Oroville, CA 95965

Phone Number

(888) 548-3961

# of Employees

2

Documents

Latest Form ADV
0

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

1) Steven Paul Van Metre is a licensed insurance agent, and the owner of Bakersfield Retirement- Bakersfield, CA Investment related - Insurance agent - Start date 10/2001 2) SVM Capital LLC; Location of the business: 500 WESTOVER DR #10693 SANFORD NC 27330 USA; Description of the business: Steven Van Metre is the sole owner of SVM Capital LLC, a limited liability company formed for the purpose of receiving compensation from Quantum. The LLC does not provide investment advisory services, does not solicit clients, and does not hold itself out to the public as an investment adviser. ; Position Title: Managing Memeber; Start date with business: 2026-04-01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 0; 3) YouTube; investment related: No; Description: Steven Van Metre produces a YouTube Channel related to the investment advisory industry. Steven Van Metre receives economic benefits from third-party issuers of securities who sponsor the YouTube Channel. Such benefits are contingent upon the third-party issuers being identified as sponsors of the YouTube Channel. Currently, QWA and Steven Van Metre do not recommend the types of products issued by the YouTube Channel sponsors. Steven Van Metre will always act in the best interest of his clients consistent with his fiduciary duty as an investment adviser representative.; Start date with business: 2026-07-01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 6; Percentage of total yearly compensation expected to be derived from the business: 50;

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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.
IAR
Florida
(1/14/2026)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Nov 2006About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Nov 2005About the Series 63 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Nov 2005About the Series 6 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Steven Paul Van Metre's CRS (Customer Relationship Summary).

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