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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- North Carolina
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 6, 2017
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| GRIGGS, RANDALL, CLIFTON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GRIGGS, RANDALL, CLIFTON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GRIGGS, RANDALL, CLIFTON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GRIGGS, RANDALL, CLIFTON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GRIGGS, RANDALL, CLIFTON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KOLBENSCHLAG, NICHOLAS, MARTIN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KOLBENSCHLAG, NICHOLAS, MARTIN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PETERS, STEPHEN, CONDON | I | PRESIDENT | NA | Control |
| PETERS, STEPHEN, CONDON | I | PRESIDENT | NA | Control |
| PETERS, STEPHEN, CONDON | I | PRESIDENT | NA | Control |
| PETERS, STEPHEN, CONDON | I | PRESIDENT | NA | Control |
| PETERS, STEPHEN, CONDON | I | PRESIDENT | NA | Control |
| PETERS, STEPHEN, CONDON | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| PETERS, STEPHEN, CONDON | I | PRESIDENT | NA | Control |
| PETERS, STEPHEN, CONDON | I | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| PETERS, STEPHEN, CONDON | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| PETERS, STEPHEN, CONDON | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| VQ WEALTH, LLC | DE | MANAGING MEMBER | E | Control |
| VQ WEALTH, LLC | DE | MANAGING MEMBER | E | Control |
| VQ WEALTH, LLC | DE | MANAGING MEMBER | E | Control |
| VQ WEALTH, LLC | DE | MANAGING MEMBER | E | Control |
| VQ WEALTH, LLC | DE | MANAGING MEMBER | E | Control |
| VQ WEALTH, LLC | DE | MANAGING MEMBER | E | Control |
| VQ WEALTH, LLC | DE | MANAGING MEMBER | E | Control |
| VQ WEALTH, LLC | DE | MANAGING MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| PETERS, STEPHEN, CONDON | I | VQ WEALTH, LLC | E | Control |
| PETERS, STEPHEN, CONDON | I | VQ WEALTH, LLC | E | Control |
| PETERS, STEPHEN, CONDON | I | VQ WEALTH, LLC | E | Control |
| PETERS, STEPHEN, CONDON | I | VQ WEALTH, LLC | E | Control |
| PETERS, STEPHEN, CONDON | I | VQ WEALTH, LLC | E | Control |
| PETERS, STEPHEN, CONDON | I | VQ WEALTH, LLC | E | Control |
| PETERS, STEPHEN, CONDON | I | VQ WEALTH, LLC | E | Control |
| PETERS, STEPHEN, CONDON | I | VQ WEALTH, LLC | E | Control |
Registrations
Federal
IA
Apr 6, 2017 REGISTERED
Notice Filings (7)
MD NC NY PA SC TX VA
Address
112 E. HARGETT STREETSUITE B
RALEIGH, NC 27601
United States
Phone: 919-433-3560