VISIONQUEST WEALTH MANAGEMENT, LLC
CRD #135581 SEC #801-107528 RALEIGH, NC 919-433-3560
SEC Registered
Total AUM
$192M
Discretionary
$192M
Employees
13
Clients
1
Accounts
1,097
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2017 | $174.9M | $2.1M | $172.8M | 13 | 413 |
| Apr 2017 | $192M | $192M | $0 | 13 | 413 |
| Mar 2017 | $192M | $192M | $0 | 13 | 413 |
| Mar 2017 | $178M | $178M | $0 | 13 | 413 |
| Jul 2016 | $134M | $0 | $134M | 13 | 295 |
| Jul 2016 | $134M | $0 | $134M | 13 | 295 |
| Mar 2016 | $134M | $0 | $134M | 13 | 295 |
| Mar 2016 | $134M | $0 | $134M | 13 | 295 |
| Mar 2006 | $10M | $0 | $10M | 5 | -- |
| Oct 2005 | $0 | $0 | $0 | 5 | -- |
DateMay 2017
Total AUM$174.9M
Discretionary$2.1M
Non-Disc.$172.8M
Employees13
Clients413
DateApr 2017
Total AUM$192M
Discretionary$192M
Non-Disc.$0
Employees13
Clients413
DateMar 2017
Total AUM$192M
Discretionary$192M
Non-Disc.$0
Employees13
Clients413
DateMar 2017
Total AUM$178M
Discretionary$178M
Non-Disc.$0
Employees13
Clients413
DateJul 2016
Total AUM$134M
Discretionary$0
Non-Disc.$134M
Employees13
Clients295
DateJul 2016
Total AUM$134M
Discretionary$0
Non-Disc.$134M
Employees13
Clients295
DateMar 2016
Total AUM$134M
Discretionary$0
Non-Disc.$134M
Employees13
Clients295
DateMar 2016
Total AUM$134M
Discretionary$0
Non-Disc.$134M
Employees13
Clients295
DateMar 2006
Total AUM$10M
Discretionary$0
Non-Disc.$10M
Employees5
Clients--
DateOct 2005
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--