WEALTHQUEST CORPORATION
SEC RegisteredCoordinated Wealth Management By One Team For One Simple Fee.
About the firm
Wealthquest is a Cincinnati-based wealth management firm serving clients across the country. The firm brings investments, financial planning, tax preparation, and estate planning services together under one roof with one team for one simple fee.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Tax planning, estate planning, investment management, and financial planning, all offered by one team of professionals under one roof for one simple fee.
Who they serve
Families and clients across the country seeking coordinated wealth management
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 1,012 | $382M |
| High Net Worth Individuals | 571 | $1.8B |
| State/Municipal Entities | 10 | — |
1 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
16 advisors in the directory
Regulatory & compliance
Data as of March 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. WEALTHQUEST CORPORATION has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.