Wealthquest is an investment advisor in Cincinnati with $1.67 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
SEC CIK
IRS number
205248650
SEC advisor number
801-67079
FINRA CRD number
141473
AUM ?
$1.79 bn
(as of 27 Mar 24)
Accounts
4,864
(as of 27 Mar 24)
Employees
38
(15 investment advisory or research)
Address
Wealthquest
50 E-BUSINESS WAY
SUITE 120
CINCINNATI
OH 45241
50 E-BUSINESS WAY
SUITE 120
CINCINNATI
OH 45241
Phone
513-530-9700
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
15 Feb 24
13F-HR
Quarterly holdings report by institutional manager
15 Nov 23
13F-HR
Quarterly holdings report by institutional manager
14 Aug 23
13F-HR
Quarterly holdings report by institutional manager
4 May 23
13F-HR
Quarterly holdings report by institutional manager
10 Feb 23
13F-HR
Quarterly holdings report by institutional manager
8 Nov 22
13F-HR
Quarterly holdings report by institutional manager
18 Aug 22
13F-HR
Quarterly holdings report by institutional manager
12 Aug 22
13F-HR
Quarterly holdings report by institutional manager
14 Feb 22
13F-HR
Quarterly holdings report by institutional manager
15 Nov 21