WEALTHQUEST FINANCIAL SERVICES, LLC
CRD #116749 SEC #801-63269 NORFOLK, VA 757-533-4150
SEC Registered
Total AUM
$466.7M
Discretionary
$466.7M
Employees
8
Clients
1
Accounts
1,036
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2018 | $536.7M | $536.7M | $0 | 8 | 6 |
| Sep 2017 | $466.7M | $466.7M | $0 | 8 | 200 |
| Mar 2017 | $466.7M | $466.7M | $0 | 8 | 200 |
| Mar 2016 | $407.7M | $407.7M | $0 | 7 | 200 |
| Oct 2015 | $416.8M | $416.8M | $0 | 6 | 200 |
| Mar 2015 | $416.8M | $416.8M | $0 | 6 | 200 |
| Apr 2014 | $392.4M | $392.4M | $0 | 6 | 200 |
| Apr 2014 | $392.4M | $392.4M | $0 | 6 | 200 |
| Mar 2014 | $392.4M | $392.4M | $0 | 6 | 200 |
| Feb 2013 | $302.2M | $302.2M | $0 | 6 | 200 |
| Apr 2012 | $224.5M | $224.5M | $0 | 6 | 200 |
| Feb 2012 | $224.5M | $224.5M | $0 | 6 | 200 |
| Jan 2011 | $205.9M | $205.9M | $0 | 10 | -- |
| Dec 2010 | $205.9M | $205.9M | $0 | 10 | -- |
| Mar 2008 | $230.8M | $230.8M | $0 | 10 | -- |
| Mar 2007 | $206.9M | $206.9M | $0 | 10 | -- |
| Mar 2006 | $156.7M | $156.7M | $0 | 10 | -- |
| Jun 2004 | $49.4M | $49.4M | $0 | 10 | -- |
DateFeb 2018
Total AUM$536.7M
Discretionary$536.7M
Non-Disc.$0
Employees8
Clients6
DateSep 2017
Total AUM$466.7M
Discretionary$466.7M
Non-Disc.$0
Employees8
Clients200
DateMar 2017
Total AUM$466.7M
Discretionary$466.7M
Non-Disc.$0
Employees8
Clients200
DateMar 2016
Total AUM$407.7M
Discretionary$407.7M
Non-Disc.$0
Employees7
Clients200
DateOct 2015
Total AUM$416.8M
Discretionary$416.8M
Non-Disc.$0
Employees6
Clients200
DateMar 2015
Total AUM$416.8M
Discretionary$416.8M
Non-Disc.$0
Employees6
Clients200
DateApr 2014
Total AUM$392.4M
Discretionary$392.4M
Non-Disc.$0
Employees6
Clients200
DateApr 2014
Total AUM$392.4M
Discretionary$392.4M
Non-Disc.$0
Employees6
Clients200
DateMar 2014
Total AUM$392.4M
Discretionary$392.4M
Non-Disc.$0
Employees6
Clients200
DateFeb 2013
Total AUM$302.2M
Discretionary$302.2M
Non-Disc.$0
Employees6
Clients200
DateApr 2012
Total AUM$224.5M
Discretionary$224.5M
Non-Disc.$0
Employees6
Clients200
DateFeb 2012
Total AUM$224.5M
Discretionary$224.5M
Non-Disc.$0
Employees6
Clients200
DateJan 2011
Total AUM$205.9M
Discretionary$205.9M
Non-Disc.$0
Employees10
Clients--
DateDec 2010
Total AUM$205.9M
Discretionary$205.9M
Non-Disc.$0
Employees10
Clients--
DateMar 2008
Total AUM$230.8M
Discretionary$230.8M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$206.9M
Discretionary$206.9M
Non-Disc.$0
Employees10
Clients--
DateMar 2006
Total AUM$156.7M
Discretionary$156.7M
Non-Disc.$0
Employees10
Clients--
DateJun 2004
Total AUM$49.4M
Discretionary$49.4M
Non-Disc.$0
Employees10
Clients--