Overview
Assets Under Management: $174 million
Headquarters: HOUSTON, TX
High-Net-Worth Clients: 58
Average Client Assets: $1.8 million
Frequently Asked Questions
VIAQUEST ADVISORS 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 #333842), VIAQUEST ADVISORS LLC is subject to fiduciary duty under federal law.
VIAQUEST ADVISORS LLC is headquartered in HOUSTON, TX.
VIAQUEST ADVISORS LLC serves 58 high-net-worth clients according to their SEC filing dated March 24, 2026. View client details ↓
According to their SEC Form ADV, VIAQUEST ADVISORS LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
VIAQUEST ADVISORS LLC manages $174 million in client assets according to their SEC filing dated March 24, 2026.
According to their SEC Form ADV, VIAQUEST ADVISORS LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 58
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 61.10%
Average Client Assets: $1.8 million
Total Client Accounts: 559
Discretionary Accounts: 542
Non-Discretionary Accounts: 17
Regulatory Filings
CRD Number: 333842
Filing ID: 2050256
Last Filing Date: 2026-03-24 17:19:46