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
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%)
* 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.