← Back to searchVisit website
WEALTHQUEST CORPORATION
CRD 141473 · SEC 801-67079
50 E-BUSINESS WAY, SUITE 120, CINCINNATI, OH, 45241, United States
Phone
513-530-9700
Fax
513-530-9776
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.22B
Discretionary AUM
$2.22B
Team
42 total employees; 16 advisory reps; 1 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingTAX RETURN PREP
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1012 | $382.3M |
| High net worth individuals | 571 | $1.83B |
| Charitable organizations | 10 | $15.0M |
States served
AZ, CA, CO, DC, GA, IL, IN, KY, LA, MA, MI, MN, NE, NJ, NY, NC, OH, PA, RI, SC, TN, VA, WI, MO, WA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD