WEALTH QUEST PARTNERS, INC.
CRD #173545 SEC #801-120879 SAN DIEGO, CA 858-433-7002
SEC Registered
Total AUM
$106.6M
Discretionary
$106.6M
Employees
3
Clients
11
Accounts
297
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2021 | $106.6M | $106.6M | $0 | 3 | 10 |
| Jun 2020 | $99.4M | $99.4M | $0 | 5 | 10 |
| Mar 2020 | $99.4M | $99.4M | $0 | 5 | 10 |
| Jun 2019 | $85M | $85M | $0 | 4 | 10 |
| May 2019 | $85M | $85M | $0 | 4 | 10 |
| May 2019 | $85M | $85M | $0 | 4 | 10 |
| Apr 2019 | $85M | $85M | $0 | 4 | 10 |
| Mar 2019 | $85M | $85M | $0 | 4 | 10 |
| Mar 2018 | $275M | $275M | $0 | 6 | 10 |
| Mar 2017 | $229.8M | $229.8M | $0 | 6 | 200 |
| Mar 2016 | $190.4M | $190.4M | $0 | 5 | 200 |
| Mar 2015 | $186.1M | $186.1M | $0 | 5 | 200 |
| Jan 2015 | $187.8M | $187.8M | $0 | 5 | 200 |
| Jan 2015 | $187.8M | $187.8M | $0 | 4 | 200 |
| Dec 2014 | $187.8M | $187.8M | $0 | 4 | 200 |
DateMar 2021
Total AUM$106.6M
Discretionary$106.6M
Non-Disc.$0
Employees3
Clients10
DateJun 2020
Total AUM$99.4M
Discretionary$99.4M
Non-Disc.$0
Employees5
Clients10
DateMar 2020
Total AUM$99.4M
Discretionary$99.4M
Non-Disc.$0
Employees5
Clients10
DateJun 2019
Total AUM$85M
Discretionary$85M
Non-Disc.$0
Employees4
Clients10
DateMay 2019
Total AUM$85M
Discretionary$85M
Non-Disc.$0
Employees4
Clients10
DateMay 2019
Total AUM$85M
Discretionary$85M
Non-Disc.$0
Employees4
Clients10
DateApr 2019
Total AUM$85M
Discretionary$85M
Non-Disc.$0
Employees4
Clients10
DateMar 2019
Total AUM$85M
Discretionary$85M
Non-Disc.$0
Employees4
Clients10
DateMar 2018
Total AUM$275M
Discretionary$275M
Non-Disc.$0
Employees6
Clients10
DateMar 2017
Total AUM$229.8M
Discretionary$229.8M
Non-Disc.$0
Employees6
Clients200
DateMar 2016
Total AUM$190.4M
Discretionary$190.4M
Non-Disc.$0
Employees5
Clients200
DateMar 2015
Total AUM$186.1M
Discretionary$186.1M
Non-Disc.$0
Employees5
Clients200
DateJan 2015
Total AUM$187.8M
Discretionary$187.8M
Non-Disc.$0
Employees5
Clients200
DateJan 2015
Total AUM$187.8M
Discretionary$187.8M
Non-Disc.$0
Employees4
Clients200
DateDec 2014
Total AUM$187.8M
Discretionary$187.8M
Non-Disc.$0
Employees4
Clients200