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Building 2WEALTHQUEST CORPORATION

Map pinCINCINNATI, OH
Phone513-530-9700
NotebookSEC #801-67079
Total AUM
$2.2B
Employees
42
Clients
1,593

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
50 E-BUSINESS WAY
SUITE 120
CINCINNATI
OH 45241
United States
Operating Hours
M-TH 8-5PM F 8-12PM
Monday - Friday
Phone
513-530-9700
Other Offices
1

ReceiptFinancials

Total AUM
$2.2B
Accounts
5,241
Discretionary
$2.2B
Accounts
5,239
Non-Discretionary
$1.6M
Accounts
2

ContactClients

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Individual Clients
1,012
AUM
$382.3M
HNW Individual Clients
571
AUM
$1.8B
Charitable Organization Clients
10
AUM
$15M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
TAX RETURN PREP
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLGAILINKYLAMAMIMNMONCNENHNJNYOHPASCTNTXVAWAWI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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