WEALTHQUEST CORPORATION

CINCINNATI, Ohio·7 registered advisors·CRD# 141473
SEC# 801-670791513-530-9700
01

Firm Overview

AUM
$1.8B
Regulatory assets under management
Employees
38
Total firm employees
Advisors
7
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Other
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at WEALTHQUEST CORPORATION

7 registered advisors
Daniel Thomas Larson
CINCINNATI, Ohio
James M. Lenhoff
CINCINNATI, Ohio
Joseph Robert Richmond
CINCINNATI, Ohio
Mark A Bates
CINCINNATI, Ohio
Stephen Paul King
CINCINNATI, Ohio
Wade Keith Daniel
CINCINNATI, Ohio
W. David Kern
CINCINNATI, Ohio
05

Office Locations

CINCINNATI, Ohio
7 advisors

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Data sourced from SEC Form ADV filings. WEALTHQUEST CORPORATION (CRD# 141473) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.