Questmont Virtual Family Office, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Tampa, FL. Its latest Form ADV filing, dated March 31, 2026, reports $436M in regulatory assets under management, 9 employees, and 593 accounts.
Assets Under Management
$436M
Employees
9
Offices
--
Total Clients
148
Primary office
TAMPA, FL
4350 W. CYPRESS STREET, SUITE 900, TAMPA, FL, United States
Top client segmentHNWI represent 86.5% of total clients.
Top client categories% of clientsClients
1
HNWI
86.5%
128
2
Individuals
10.1%
15
3
Pension Plans
3.4%
5
Categories with <5 clients
Charitable Organizations<5 clients
Insurance companies<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$436Mas of March 31, 2026
Discretionary89.3%
$389M
89% of total RAUM89.3%
Non-discretionary10.7%
$47M
11% of total RAUM10.7%
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.
Total AUM$436M
Total Accounts593
10Y AUM Change+$436M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee16:1
10Y Employee Change+1 (+12.5%)
* 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.