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Steven Paul Van Metre

Steven P. Van Metre

QUANTUM WEALTH ADVISORS
CHICO, CA
CRD#: 4994543
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Steven Paul Van Metre
Steven Paul Van MetreQUANTUM WEALTH ADVISORS

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

Aliases


None

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 Steven Paul Van Metre's 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®

Start date: 2015

Experience


Current

January 14, 2026 - Present

QUANTUM WEALTH ADVISORS LLC

RIA
CRD#: 336823
CHICO, CA
Past

April 3, 2012 - June 30, 2026

ATLAS FINANCIAL ADVISORS, INC.

RIA
CRD#: 160276
Winter Garden, FL
Past

June 3, 2010 - March 30, 2012

PACIFIC FINANCIAL STRATEGIES, INC

RIA
CRD#: 151434
THOUSAND OAKS, CA
Past

August 28, 2008 - November 20, 2008

BROKERSXPRESS LLC

RIA
CRD#: 127081
BAKERSFIELD, CA
Past

August 28, 2008 - November 20, 2008

BROKERSXPRESS LLC

BD
CRD#: 127081
CHICAGO, IL
Past

November 10, 2006 - September 4, 2008

CAPITAL FINANCIAL SERVICES, INC.

RIA
CRD#: 8408
BAKERSFIELD, CA
Past

December 12, 2005 - September 4, 2008

CAPITAL FINANCIAL SERVICES, INC.

BD
CRD#: 8408
BAKERSFIELD, CA
Past

November 3, 2005 - November 15, 2005

USA FINANCIAL SECURITIES LLC

BD
CRD#: 103857
ADA, MI

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
Florida
(1/14/2026)

Exams


State Security Law Exam
IAR
Series 65
Date: 11/9/2006
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


QW
QUANTUM WEALTH ADVISORS LLC
QUANTUM WEALTH ADVISORS LLC

CRD#: 336823 / SEC#:

Arizona
Registered Investment Advisory firm - (9/5/2025 Approved)
California
Registered Investment Advisory firm - (9/16/2025 Approved)
Florida
Registered Investment Advisory firm - (9/15/2025 Approved)
Louisiana
Registered Investment Advisory firm - (9/15/2025 Approved)
Michigan
Registered Investment Advisory firm - (9/16/2025 Approved)
New York
Registered Investment Advisory firm - (9/16/2025 Approved)
Pennsylvania
Registered Investment Advisory firm - (10/1/2025 Approved)
Texas
Registered Investment Advisory firm - (11/7/2025 Approved)
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Contact information


Main Address
504 Plant Street Suite 119, Winter Garden, FL 34787
Mailing Address
Po Box 21, Oroville, CA 95965
Phone number
(888) 548-3961
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV
0

Red Flags


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Company Information


QUANTUM WEALTH ADVISORS LLC

CRD#: 336823Chico, CA

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