Overview
Assets Under Management: $537 million
Headquarters: NORFOLK, VA
High-Net-Worth Clients: 139
Average Client Assets: $3.7 million
Frequently Asked Questions
WEALTHQUEST FINANCIAL SERVICES, 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 #116749), WEALTHQUEST FINANCIAL SERVICES, LLC is subject to fiduciary duty under federal law.
WEALTHQUEST FINANCIAL SERVICES, LLC is headquartered in NORFOLK, VA.
WEALTHQUEST FINANCIAL SERVICES, LLC serves 139 high-net-worth clients according to their SEC filing dated February 27, 2018. View client details ↓
According to their SEC Form ADV, WEALTHQUEST FINANCIAL SERVICES, 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 ↓
WEALTHQUEST FINANCIAL SERVICES, LLC manages $537 million in client assets according to their SEC filing dated February 27, 2018.
According to their SEC Form ADV, WEALTHQUEST FINANCIAL SERVICES, 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: 139
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 94.58%
Average Client Assets: $3.7 million
Total Client Accounts: 1,052
Discretionary Accounts: 1,052
Regulatory Filings
CRD Number: 116749
Filing ID: 1173931
Last Filing Date: 2018-02-27 12:11:00