WEALTHQUEST CORPORATION

CRD 141473File 801-67079

APPROVED

Retail clients

Custody

Filing as of Jul 30, 2026

Feed vintage Aug 17, 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

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, 5G

Compensation

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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.