Steven P. Van Metre

QUANTUM WEALTH ADVISORS

CHICO, CA

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CRD#: 4994543

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.

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;

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^®

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.

CRD#: 8408

BAKERSFIELD, CA

Past

November 3, 2005 - November 15, 2005

USA FINANCIAL SECURITIES LLC

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)

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: 11/9/2006

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/1/2005

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 11/2/2005

Investment Company Products/Variable Contracts Representative Examination

Current Firm

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

Documents

Latest Form ADV

Red Flags

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

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Steven P. Van Metre

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

QUANTUM WEALTH ADVISORS LLC

ATLAS FINANCIAL ADVISORS, INC.

PACIFIC FINANCIAL STRATEGIES, INC

BROKERSXPRESS LLC

BROKERSXPRESS LLC

CAPITAL FINANCIAL SERVICES, INC.

CAPITAL FINANCIAL SERVICES, INC.

USA FINANCIAL SECURITIES LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/9/2006

Series 63

Date: 11/1/2005

Series 6

Date: 11/2/2005

Current Firm

QUANTUM WEALTH ADVISORS LLC

Contact information

Documents

Red Flags

Company Information

QUANTUM WEALTH ADVISORS LLC

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