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WEALTHQUEST CORPORATION

SEC Form ADV profile.

Total regulatory AUM
$2,223,229,116
Discretionary
$2,221,636,941
Non-discretionary
$1,592,175

Firm details

CRD number
141473
SEC file number
801-67079
Main office
CINCINNATI, OH, United States
Employees
42
SEC status
Approved
Fee structure
Percentage of AUM Fixed fees

As of October 2026.