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Building 2WEALTHQUEST FINANCIAL SERVICES, LLC

Map pinNORFOLK, VA
Phone757-533-4150
NotebookSEC #801-63269
Total AUM
$536.7M
Employees
8
Clients
171

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
150 W. MAIN STREET
SUITE 1860
NORFOLK
VA 23510
United States
Operating Hours
8:30 AM TO 5:30 PM
Monday - Friday
Phone
757-533-4150

ReceiptFinancials

Total AUM
$536.7M
Accounts
1,052
Discretionary
$536.7M
Accounts
1,052
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
30
AUM
$18M
HNW Individual Clients
139
AUM
$507.5M
Pension/Profit Sharing Plan Clients
1
AUM
$2.4M
Charitable Organization Clients
1
AUM
$8.7M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLLAMDNCNYVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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