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
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 23, 2021
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DECHARON, RENE, PAUL | I | CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER | D | Control |
| DECHARON, RENE, PAUL | I | CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER | D | Control |
| DECHARON, RENE, PAUL | I | CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER | D | Control |
| DECHARON, RENE, PAUL | I | CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER | D | Control |
| DECHARON, RENE, PAUL | I | CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER | D | Control |
| DECHARON, RENE, PAUL | I | CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER | D | Control |
| HARRISON, JEANNI, PATRICIA | I | PRESIDENT | D | Control |
| HARRISON, JEANNI, PATRICIA | I | PRESIDENT | D | Control |
| HARRISON, JEANNI, PATRICIA | I | PRESIDENT | D | Control |
| HARRISON, JEANNI, PATRICIA | I | PRESIDENT | D | Control |
| HARRISON, JEANNI, PATRICIA | I | PRESIDENT | D | Control |
| HARRISON, JEANNI, PATRICIA | I | PRESIDENT | D | Control |
| DECHARON, RENE, PAUL | I | CHIEF FINANCIAL OFFICER | C | Control |
| DECHARON, RENE, PAUL | I | CHIEF FINANCIAL OFFICER | C | Control |
| DECHARON, RENE, PAUL | I | CHIEF FINANCIAL OFFICER | C | Control |
| DECHARON, RENE, PAUL | I | CHIEF FINANCIAL OFFICER | C | Control |
| DECHARON, RENE, PAUL | I | CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER | C | Control |
| DECHARON, RENE, PAUL | I | CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER | C | Control |
| DECHARON, RENE, PAUL | I | CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER | C | Control |
| DECHARON, RENE, PAUL | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | C | Control |
| DECHARON, RENE, PAUL | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | C | Control |
| DECHARON, RENE, PAUL | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | C | Control |
| HARRISON, JEANNI, PATRICIA | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | C | Control |
| HARRISON, JEANNI, PATRICIA | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | C | Control |
| HARRISON, JEANNI, PATRICIA | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | C | Control |
| HARRISON, JEANNI, PATRICIA | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | C | Control |
| HARRISON, JEANNI, PATRICIA | I | PRESIDENT | C | Control |
| HARRISON, JEANNI, PATRICIA | I | PRESIDENT | C | Control |
| HARRISON, JEANNI, PATRICIA | I | PRESIDENT | C | Control |
| HARRISON, JEANNI, PATRICIA | I | VICE PRESIDENT / CHIEF FINANCIAL OFFICER | C | Control |
| HARRISON, JEANNI, PATRICIA | I | VICE PRESIDENT / CHIEF FINANCIAL OFFICER | C | Control |
| HARRISON, JEANNI, PATRICIA | I | VICE PRESIDENT / CHIEF FINANCIAL OFFICER | C | Control |
| PLATT, JEFFREY | I | CHIEF INVESTMENT OFFICER | C | Control |
| PLATT, JEFFREY | I | CHIEF INVESTMENT OFFICER | C | Control |
| PLATT, JEFFREY | I | CHIEF INVESTMENT OFFICER | C | Control |
| PLATT, JEFFREY | I | CHIEF INVESTMENT OFFICER | C | Control |
| PLATT, JEFFREY | I | CHIEF INVESTMENT OFFICER | C | Control |
| PLATT, JEFFREY | I | CHIEF INVESTMENT OFFICER | C | Control |
| PLATT, JEFFREY | I | CHIEF INVESTMENT OFFICER | C | Control |
| BAIRD, MARNIE, WALTERS | I | SECRETARY | A | |
| BAIRD, MARNIE, WALTERS | I | SECRETARY | A | |
| BAIRD, MARNIE, WALTERS | I | SECRETARY | A |
Registrations
Federal
IA
Mar 23, 2021 REGISTERED
Notice Filings (1)
CA
Address
9915 MIRA MESA BLVD.SUITE 140
SAN DIEGO, CA 92131-7003
United States
Phone: 858-433-7002