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Wende Mattson Headley

Quantum Financial Advisors, LLC

Pasadena, CA

CRD 6236175

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Employer firm

Quantum Financial Advisors, LLC CRD 317386

$1.48B regulatory AUM 1 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Quantum Financial Advisors, Llc

530 Wilshire Blvd Ste 206, Santa Monica, CA 90401 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-02-07
  • CA RA
    APPROVED
    Since 2022-02-07

Branch Locations

251 S. Lake Avenue, Pasadena, CA 90245 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Abacus Wealth Partners Los Angeles CA 08/2013 01/2022
Quantum Financial Advisors, Llc Manhattan Beach CA 02/2022 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-10-28
  • S65 Uniform Investment Adviser Law Examination
    2014-10-28
Designations
  • Certified Financial Planner
Other Names
  • Wende Lynn Mattson

View on SEC IAPD

Nearby Firms

CMR CAPITAL MANAGEMENT, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STRATEGY ASSET MANAGERS L.L.C.

Nearby Investors

CHRISTOPHER LEU
JAY EDWIN LOMETILLO
Salvador Rodriguez

Nearby Offices

CMR CAPITAL MANAGEMENT, LLC · PASADENA, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PASADENA, CA
STRATEGY ASSET MANAGERS L.L.C. · PASADENA, CA

More in Pasadena, CA

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