Elizabeth J. Greulich

QUANTUM FINANCIAL ADVISORS

SANTA MONICA, CA 90401

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CRD#: 6530952

Professional summary

Elizabeth James Greulich, CFP® is a registered financial advisor currently at QUANTUM FINANCIAL ADVISORS, LLC located in Santa Monica, California.

Elizabeth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Elizabeth has worked at 2 firms and has passed the Series 65 exam.

Biography

I was drawn to this field because my personal experience with "Financial Advisors" had been very disappointing, with a high pressure, "you don't need to worry about this" attitude.

With my clients, my priorities are on the education and planning portions of our relationship, not simply the dollars and cents. Most of my clients are female, independent thinkers who want to understand what we are doing with their money and why.

Question & Answer

What are your service offerings?

Investment Planning

Comprehensive Financial Planni...

Retirement Income Management

Socially Responsible Investing

Retirement Planning

Tax Planning

Divorce Planning

What is your minimum asset requirement?

Are you a "fiduciary"?

Yes

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 Elizabeth James Greulich'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: 2016

Experience

Current

February 7, 2022 - Present

QUANTUM FINANCIAL ADVISORS, LLC

Office #1: 530 Wilshire Blvd Ste 206, Santa Monica, CA 90401

RIA

CRD#: 317386

SANTA MONICA, CA

Past

September 16, 2015 - March 7, 2022

ABACUS WEALTH PARTNERS

RIA

CRD#: 128590

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
(2/7/2022)

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: 9/16/2015

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

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

Contact information

(xxx) xxx-xxxx

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Elizabeth J. Greulich

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Elizabeth James Greulich's CRS (Customer Relationship Summary).

Certified licenses

Experience

QUANTUM FINANCIAL ADVISORS, LLC

ABACUS WEALTH PARTNERS

Primary Firm SEC Registration

QUANTUM FINANCIAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/16/2015

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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