Overview
Assets Under Management: $436 million
Headquarters: TAMPA, FL
High-Net-Worth Clients: 128
Average Client Assets: $3.1 million
Frequently Asked Questions
QUESTMONT VIRTUAL FAMILY OFFICE, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #335307), QUESTMONT VIRTUAL FAMILY OFFICE, LLC is subject to fiduciary duty under federal law.
QUESTMONT VIRTUAL FAMILY OFFICE, LLC is headquartered in TAMPA, FL.
QUESTMONT VIRTUAL FAMILY OFFICE, LLC serves 128 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, QUESTMONT VIRTUAL FAMILY OFFICE, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
QUESTMONT VIRTUAL FAMILY OFFICE, LLC manages $436 million in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, QUESTMONT VIRTUAL FAMILY OFFICE, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 128
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 91.99%
Average Client Assets: $3.1 million
Total Client Accounts: 593
Discretionary Accounts: 479
Non-Discretionary Accounts: 114
Regulatory Filings
CRD Number: 335307
Filing ID: 2051979
Last Filing Date: 2026-03-31 14:37:21