Falists
← Back to search

QUEST 10 WEALTH BUILDERS, INC.

CRD 154092 · SEC 801-126228

Visit website

7629 PURFOY ROAD, SUITE 105, FUQUAY-VARINA, NC, 27526, United States

Phone

919-552-4286

Fax

919-552-1345

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$237.7M

Discretionary AUM

$237.7M

Team

8 total employees; 8 advisory reps; 1 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-06-10

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars

Client types

TypeClientsAUM
Individuals392$70.6M
High net worth individuals111$167.1M

States served

NC, PA, SC, VA, TX

All web addresses on file

Official SEC filing: View on IAPD