WEALTHQUEST CORPORATION
CRD #141473 SEC #801-67079 CINCINNATI, OH 513-530-9700
SEC Registered
Total AUM
$1.9B
Discretionary
$1.9B
Employees
41
Clients
251
Accounts
5,194
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $1.9B | $1.9B | $1.6M | 41 | 1 |
| Apr 2025 | $1.9B | $1.9B | $1.6M | 41 | 1 |
| Mar 2025 | $1.9B | $1.9B | $1.6M | 41 | 1 |
| Mar 2024 | $1.8B | $1.8B | $2.5M | 38 | 2 |
| Jan 2024 | $1.5B | $1.5B | $2.9M | 38 | 2 |
| Mar 2023 | $1.5B | $1.5B | $2.9M | 38 | 2 |
| Mar 2023 | $1.5B | $1.5B | $2.9M | 38 | 2 |
| Nov 2022 | $1.7B | $1.7B | $4.1M | 36 | 2 |
| Apr 2022 | $1.7B | $1.7B | $4.1M | 36 | 2 |
| Mar 2022 | $1.7B | $1.7B | $4.1M | 36 | 2 |
| Feb 2022 | $1.3B | $1.3B | $4.1M | 30 | 2 |
| Sep 2021 | $1.3B | $1.3B | $4.1M | 30 | 2 |
| Jul 2021 | $1.3B | $1.3B | $4.1M | 30 | 2 |
| Jun 2021 | $1.3B | $1.3B | $4.1M | 30 | 2 |
| Mar 2021 | $1.3B | $1.3B | $4.1M | 30 | 2 |
| Nov 2020 | $993.2M | $990.7M | $2.5M | 27 | 3 |
| Sep 2020 | $993.2M | $990.7M | $2.5M | 27 | 3 |
| Aug 2020 | $993.2M | $990.7M | $2.5M | 27 | 3 |
| Jun 2020 | $993.2M | $990.7M | $2.5M | 27 | 3 |
| May 2020 | $993.2M | $990.7M | $2.5M | 27 | 3 |
| Mar 2020 | $993.2M | $990.7M | $2.5M | 27 | 3 |
| Jan 2020 | $1.2B | $1.2B | $4.9M | 26 | 4 |
| Mar 2019 | $1B | $1B | $4M | 24 | 4 |
| May 2018 | $983.3M | $981.9M | $1.4M | 22 | 4 |
| Mar 2018 | $874.7M | $873.2M | $1.5M | 22 | 4 |
| Nov 2017 | $757.9M | $753.6M | $4.3M | 23 | 1,011 |
| Mar 2017 | $757.9M | $753.6M | $4.3M | 21 | 1,000 |
| Sep 2016 | $624M | $617.5M | $6.5M | 19 | 900 |
| Jun 2016 | $624M | $617.5M | $6.5M | 19 | 900 |
| Mar 2016 | $624M | $617.5M | $6.5M | 19 | 900 |
| Mar 2016 | $624M | $617.5M | $6.5M | 19 | 900 |
| Aug 2015 | $619.8M | $611.1M | $8.7M | 18 | 900 |
| Mar 2015 | $608.3M | $605M | $3.2M | 18 | 900 |
| Jan 2015 | $603.3M | $600M | $3.3M | 17 | 900 |
| Sep 2014 | $603.3M | $600M | $3.3M | 17 | 900 |
| Apr 2014 | $569.1M | $555.1M | $14M | 16 | 900 |
| Mar 2014 | $569.1M | $555.1M | $14M | 16 | 900 |
| May 2013 | $523.8M | $522.3M | $1.5M | 18 | 800 |
| Mar 2013 | $523.8M | $522.3M | $1.5M | 18 | 800 |
| Jan 2013 | $499.5M | $498.1M | $1.4M | 17 | 800 |
| Dec 2012 | $481M | $478.9M | $2.1M | 17 | 800 |
| Sep 2012 | $481M | $478.9M | $2.1M | 11 | 800 |
| Mar 2012 | $446.9M | $445M | $1.9M | 11 | 800 |
| Dec 2011 | $401.2M | $401.2M | $0 | 11 | 1,000 |
| Nov 2011 | $401.2M | $401.2M | $0 | 11 | 1,000 |
| Apr 2011 | $388.2M | $388.2M | $0 | -- | -- |
| Apr 2011 | $381.1M | $381.1M | $0 | -- | -- |
| Mar 2011 | $350.5M | $350.5M | $0 | -- | -- |
| Feb 2011 | $348.1M | $348.1M | $0 | -- | -- |
| Jan 2011 | $323M | $323M | $0 | -- | -- |
| Nov 2010 | $323M | $323M | $0 | -- | -- |
| Mar 2010 | $270.3M | $270.3M | $0 | -- | -- |
| Mar 2009 | $174.7M | $174.7M | $0 | -- | -- |
| Mar 2008 | $182M | $182M | $0 | 10 | -- |
| Dec 2007 | $171M | $168M | $3M | 10 | -- |
| Dec 2007 | $171M | $168M | $3M | 10 | -- |
| Nov 2007 | $171M | $168M | $3M | 10 | -- |
| Oct 2007 | $171M | $168M | $3M | 10 | -- |
| Jun 2007 | $115M | $115M | $0 | 5 | -- |
| Feb 2007 | $92M | $92M | $0 | 5 | -- |
DateOct 2025
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$1.6M
Employees41
Clients1
DateApr 2025
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$1.6M
Employees41
Clients1
DateMar 2025
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$1.6M
Employees41
Clients1
DateMar 2024
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$2.5M
Employees38
Clients2
DateJan 2024
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$2.9M
Employees38
Clients2
DateMar 2023
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$2.9M
Employees38
Clients2
DateMar 2023
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$2.9M
Employees38
Clients2
DateNov 2022
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$4.1M
Employees36
Clients2
DateApr 2022
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$4.1M
Employees36
Clients2
DateMar 2022
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$4.1M
Employees36
Clients2
DateFeb 2022
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$4.1M
Employees30
Clients2
DateSep 2021
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$4.1M
Employees30
Clients2
DateJul 2021
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$4.1M
Employees30
Clients2
DateJun 2021
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$4.1M
Employees30
Clients2
DateMar 2021
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$4.1M
Employees30
Clients2
DateNov 2020
Total AUM$993.2M
Discretionary$990.7M
Non-Disc.$2.5M
Employees27
Clients3
DateSep 2020
Total AUM$993.2M
Discretionary$990.7M
Non-Disc.$2.5M
Employees27
Clients3
DateAug 2020
Total AUM$993.2M
Discretionary$990.7M
Non-Disc.$2.5M
Employees27
Clients3
DateJun 2020
Total AUM$993.2M
Discretionary$990.7M
Non-Disc.$2.5M
Employees27
Clients3
DateMay 2020
Total AUM$993.2M
Discretionary$990.7M
Non-Disc.$2.5M
Employees27
Clients3
DateMar 2020
Total AUM$993.2M
Discretionary$990.7M
Non-Disc.$2.5M
Employees27
Clients3
DateJan 2020
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$4.9M
Employees26
Clients4
DateMar 2019
Total AUM$1B
Discretionary$1B
Non-Disc.$4M
Employees24
Clients4
DateMay 2018
Total AUM$983.3M
Discretionary$981.9M
Non-Disc.$1.4M
Employees22
Clients4
DateMar 2018
Total AUM$874.7M
Discretionary$873.2M
Non-Disc.$1.5M
Employees22
Clients4
DateNov 2017
Total AUM$757.9M
Discretionary$753.6M
Non-Disc.$4.3M
Employees23
Clients1,011
DateMar 2017
Total AUM$757.9M
Discretionary$753.6M
Non-Disc.$4.3M
Employees21
Clients1,000
DateSep 2016
Total AUM$624M
Discretionary$617.5M
Non-Disc.$6.5M
Employees19
Clients900
DateJun 2016
Total AUM$624M
Discretionary$617.5M
Non-Disc.$6.5M
Employees19
Clients900
DateMar 2016
Total AUM$624M
Discretionary$617.5M
Non-Disc.$6.5M
Employees19
Clients900
DateMar 2016
Total AUM$624M
Discretionary$617.5M
Non-Disc.$6.5M
Employees19
Clients900
DateAug 2015
Total AUM$619.8M
Discretionary$611.1M
Non-Disc.$8.7M
Employees18
Clients900
DateMar 2015
Total AUM$608.3M
Discretionary$605M
Non-Disc.$3.2M
Employees18
Clients900
DateJan 2015
Total AUM$603.3M
Discretionary$600M
Non-Disc.$3.3M
Employees17
Clients900
DateSep 2014
Total AUM$603.3M
Discretionary$600M
Non-Disc.$3.3M
Employees17
Clients900
DateApr 2014
Total AUM$569.1M
Discretionary$555.1M
Non-Disc.$14M
Employees16
Clients900
DateMar 2014
Total AUM$569.1M
Discretionary$555.1M
Non-Disc.$14M
Employees16
Clients900
DateMay 2013
Total AUM$523.8M
Discretionary$522.3M
Non-Disc.$1.5M
Employees18
Clients800
DateMar 2013
Total AUM$523.8M
Discretionary$522.3M
Non-Disc.$1.5M
Employees18
Clients800
DateJan 2013
Total AUM$499.5M
Discretionary$498.1M
Non-Disc.$1.4M
Employees17
Clients800
DateDec 2012
Total AUM$481M
Discretionary$478.9M
Non-Disc.$2.1M
Employees17
Clients800
DateSep 2012
Total AUM$481M
Discretionary$478.9M
Non-Disc.$2.1M
Employees11
Clients800
DateMar 2012
Total AUM$446.9M
Discretionary$445M
Non-Disc.$1.9M
Employees11
Clients800
DateDec 2011
Total AUM$401.2M
Discretionary$401.2M
Non-Disc.$0
Employees11
Clients1,000
DateNov 2011
Total AUM$401.2M
Discretionary$401.2M
Non-Disc.$0
Employees11
Clients1,000
DateApr 2011
Total AUM$388.2M
Discretionary$388.2M
Non-Disc.$0
Employees--
Clients--
DateApr 2011
Total AUM$381.1M
Discretionary$381.1M
Non-Disc.$0
Employees--
Clients--
DateMar 2011
Total AUM$350.5M
Discretionary$350.5M
Non-Disc.$0
Employees--
Clients--
DateFeb 2011
Total AUM$348.1M
Discretionary$348.1M
Non-Disc.$0
Employees--
Clients--
DateJan 2011
Total AUM$323M
Discretionary$323M
Non-Disc.$0
Employees--
Clients--
DateNov 2010
Total AUM$323M
Discretionary$323M
Non-Disc.$0
Employees--
Clients--
DateMar 2010
Total AUM$270.3M
Discretionary$270.3M
Non-Disc.$0
Employees--
Clients--
DateMar 2009
Total AUM$174.7M
Discretionary$174.7M
Non-Disc.$0
Employees--
Clients--
DateMar 2008
Total AUM$182M
Discretionary$182M
Non-Disc.$0
Employees10
Clients--
DateDec 2007
Total AUM$171M
Discretionary$168M
Non-Disc.$3M
Employees10
Clients--
DateDec 2007
Total AUM$171M
Discretionary$168M
Non-Disc.$3M
Employees10
Clients--
DateNov 2007
Total AUM$171M
Discretionary$168M
Non-Disc.$3M
Employees10
Clients--
DateOct 2007
Total AUM$171M
Discretionary$168M
Non-Disc.$3M
Employees10
Clients--
DateJun 2007
Total AUM$115M
Discretionary$115M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$92M
Discretionary$92M
Non-Disc.$0
Employees5
Clients--