Investment adviser · CRD 116749

WEALTHQUEST FINANCIAL SERVICES, LLC

Investment adviser filing (IA)

NORFOLK, VA, United States · Form ADV filed Feb 27, 2018

Regulatory AUM
$537M
Form ADV · Item 5.F
Client accounts
1,052
Accounts, not individual clients
Employees
8
Reported in this filing
Advisory professionals
3
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals139$507,544,75794.6%
Individuals30$18,019,0373.4%
CharitiesFewer than 5$8,733,3901.6%
Retirement plansFewer than 5$2,353,1430.4%
Filing source

Form ADV 1173931 · Feb 27, 2018 · Item 5.D

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

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: Feb 27, 2018. View historical filings

Reported services

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

Compensation

Percentage of assets · Hourly · Fixed

Principal office

150 W. MAIN STREET, SUITE 1860
NORFOLK, VA, 23510, United States

CRD 116749

Filing source

Form ADV 1173931 · Feb 27, 2018 · 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.