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Firm profile

Quest 10 Wealth Builders, Inc..

FUQUAY-VARINA, NCCRD 154092Latest ADV April 29, 2026

Quest 10 Wealth Builders, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Fuquay-Varina, NC. Its latest Form ADV filing, dated April 29, 2026, reports $238M in regulatory assets under management, 8 employees, 5 offices, and 1,086 accounts.

Assets Under Management
$238M
Employees
8
Offices
5 offices
Total Clients
503
Primary office
FUQUAY-VARINA, NC
7629 PURFOY ROAD, SUITE 105, FUQUAY-VARINA, NC, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links
Phone(919) 552-4286
WebsiteNot found
LinkedInNot found

Leadership

1 roles identified
CCOBryan W. Gort

Advisory services offered

5 types reported
Educational seminars/workshops
Financial Planning Services
Pension consulting services

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 77.9% of total clients.
Top client categories% of clientsClients
1
Individuals
77.9%
392
2
HNWI
22.1%
111

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$238Mas of April 29, 2026
Discretionary100.0%
$238M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$238M
Total Accounts1,086
10Y AUM Change+$104M (+77.5%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees8
Clients per Employee63:1
10Y Employee Change+2 (+33.3%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* 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.