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Building 2QUEST 10 WEALTH BUILDERS, INC.

Map pinFUQUAY-VARINA, NC
Phone919-552-4286
NotebookSEC #801-126228
Total AUM
$237.7M
Employees
8
Clients
503

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7629 PURFOY ROAD
SUITE 105
FUQUAY-VARINA
NC 27526
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
919-552-4286
Other Offices
5

ReceiptFinancials

Total AUM
$237.7M
Accounts
1,086
Discretionary
$237.7M
Accounts
1,086
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
392
AUM
$70.6M
HNW Individual Clients
111
AUM
$167.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NCPASCTXVA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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