|
⚲
|
| Keyboard |
| Questmont Virtual Family Office LLC
✚
|
|
|---|---|
| CRD # | 335307 |
| SEC # | 801-132338 |
| CIK # | |
| AUM | 435.6 M (2026-03-31) |
| Employees | 9 (44% Investors, 22% Brokers) |
| Phone | 813-212-1701 |
| Address | 4350 W Cypress Street Tampa, FL 33607 |
| Source | [IAPD] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 15 | 13.7 |
| (b) Individuals (high net worth individuals) | 128 | 400.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 18.9 |
| (h) Charitable organizations | 0 | 1.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 1.1 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 593 | 435.6 |
| By Discretionary | ||
| Discretionary | 479 | 389.1 |
| Non-Discretionary | 114 | 46.5 |
| Total | 593 | 435.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 435.6 | |
| Total | 593 | 435.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Ndure Global LLC
✚
|
436.7 M | |
|
Blueprint Investing LLC
✚
|
CA | 436.3 M |
|
Financial Asset Management Corp
✚
|
NY | 436.2 M |
|
Chapel Hill Investment Analysts Inc
✚
|
PA | 436.0 M |
|
PFS Partners LLC
✚
|
NJ | 435.6 M |
|
Advisortrust Partners LLC
✚
|
NC | 435.3 M |
|
Murphy Middleton Hinkle & Parker Inc
✚
|
GA | 435.3 M |
|
VCI Wealth Management LLC
✚
|
MO | 435.3 M |
|
Family Capital Management Inc
✚
|
MI | 435.1 M |
|
Horrell Capital Management Inc
✚
|
AR | 435.1 M |