Overview
Assets Under Management: $275 million
Headquarters: SAN DIEGO, CA
High-Net-Worth Clients: 74
Average Client Assets: $2.7 million
Frequently Asked Questions
WEALTH QUEST PARTNERS, INC. 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 #173545), WEALTH QUEST PARTNERS, INC. is subject to fiduciary duty under federal law.
WEALTH QUEST PARTNERS, INC. is headquartered in SAN DIEGO, CA.
WEALTH QUEST PARTNERS, INC. serves 74 high-net-worth clients according to their SEC filing dated March 27, 2018. View client details ↓
According to their SEC Form ADV, WEALTH QUEST PARTNERS, INC. offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
WEALTH QUEST PARTNERS, INC. manages $275 million in client assets according to their SEC filing dated March 27, 2018.
According to their SEC Form ADV, WEALTH QUEST PARTNERS, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 74
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.18%
Average Client Assets: $2.7 million
Total Client Accounts: 591
Discretionary Accounts: 591
Regulatory Filings
CRD Number: 173545
Filing ID: 1194042
Last Filing Date: 2018-03-27 22:04:00