Investment adviser · CRD 135581

VISIONQUEST WEALTH MANAGEMENT, LLC

Investment adviser filing (IA)

RALEIGH, NC, United States · Form ADV filed May 16, 2017

Regulatory AUM
$175M
Form ADV · Item 5.F
Client accounts
1,032
Accounts, not individual clients
Employees
13
Reported in this filing
Advisory professionals
8
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: May 16, 2017. View historical filings

Reported services

Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

112 E. HARGETT STREET, SUITE B
RALEIGH, NC, 27601, United States

CRD 135581

Filing source

Form ADV 1115911 · May 16, 2017 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.