Kimberly Helm

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

Authority	Category	Status	Date
CA	RA	APPROVED	2026-01-07
MA	RA	APPROVED	2025-07-03

CA RA
APPROVED

Since 2026-01-07
MA RA
APPROVED

Since 2025-07-03

Branch Locations

Cambridge, MA • 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

Organization	City	State	From	To
Abacus Wealth Partners	Santa Monica	CA	04/2018	01/2022
Sun West Mortgage Company	Cerritos	CA	08/2017	03/2018
Ednovate	Los Angeles	CA	07/2016	06/2017
Quantum Financial Advisors, Llc	Manhattan Beach	CA	01/2022	Present

04/2018 → 01/2022

Abacus Wealth Partners

Santa Monica, CA
08/2017 → 03/2018

Sun West Mortgage Company

Cerritos, CA
07/2016 → 06/2017

Ednovate

Los Angeles, CA
01/2022 → Present

Quantum Financial Advisors, Llc

Manhattan Beach, CA

Previous Registrations

2018-11-30 → 2022-02-22

Abacus Wealth Partners

Santa Monica, CA

Other Businesses

University of Pennsylvania, Non-Investment Related, Education, Teaching Assistant, 40 hours per mo, 0 hours per mo during trade hours, Grades student assignments/hosts office hours/responds to student questions.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2018-11-30

S65 Uniform Investment Adviser Law Examination

2018-11-30

Designations

Certified Financial Planner

View on SEC IAPD