Wealthquest Corporation is an SEC registered investment adviser organized as a corporation with a primary office location in Cincinnati, OH. Its latest Form ADV filing, dated March 9, 2026, reports $2.2B in regulatory assets under management, 42 employees, 1 office, and 5,241 accounts.
Assets Under Management
$2.2B
Employees
42
Offices
1 office
Total Clients
1,593
Primary office
CINCINNATI, OH
50 E-BUSINESS WAY, SUITE 120, CINCINNATI, OH, United States
Top client segmentIndividuals represent 63.5% of total clients.
Top client categories% of clientsClients
1
Individuals
63.5%
1,012
2
HNWI
35.8%
571
3
Charitable
0.6%
10
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.2Bas of March 9, 2026
Discretionary99.9%
$2.2B
100% of total RAUM99.9%
Non-discretionary0.1%
$2M
0% of total RAUM0.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$2.2B
Total Accounts5,241
10Y AUM Change+$1.5B (+193.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees42
Clients per Employee38:1
10Y Employee Change+21 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.