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WEALTHQUEST CORPORATION
CRD 141473File 801-67079
APPROVED
Retail clients
Custody
Filing as of Jul 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.22B
Top 25% of cohort (national)
Discretionary AUM
$2.22B
Non-discretionary $1.6M
Clients
1,593
5,241 accounts
Employees
42
Top 25% of cohort in OH
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Aug 17, 2006
- Principal office
- 50 E-BUSINESS WAY, SUITE 120, CINCINNATI, OH, 45241
- Phone
- 513-530-9700
- Website
- HTTP://WWW.WQCORP.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.22B
- Discretionary AUM
- $2.22B
- Non-discretionary AUM
- $1.6M
- Discretionary accounts
- 5,239
- Non-discretionary accounts
- 2
- Total accounts
- 5,241
- AUM per client
- $1.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 10 | $15.0M |
| High net worth individuals | 571 | $1.83B |
| Individuals (other than high net worth individuals) | 1,012 | $382.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 41 | 42 | increased by1 |
| Apr 1, 2026 | Clients | 1,534 | 1,593 | increased by59 |
| Apr 1, 2026 | AUM | $1,932,422,881 | $2,223,229,116 | increased by$290,806,235 |
| Apr 1, 2026 | Accounts | 5,194 | 5,241 | increased by47 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 36 | 41 | increased by5 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,440 | 1,534 | increased by94 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,673,989,794 | $1,932,422,881 | increased by$258,433,087 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 4,439 | 5,194 | increased by755 |
| Apr 1, 2022 | Employees | 30 | 36 | increased by6 |
| Apr 1, 2022 | Clients | 1,348 | 1,440 | increased by92 |
| Apr 1, 2022 | AUM | $1,348,242,986 | $1,673,989,794 | increased by$325,746,808 |
| Apr 1, 2022 | Accounts | 4,157 | 4,439 | increased by282 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “WEALTHQUEST” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“WEALTHQUEST” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.