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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Questmont Virtual Family Office LLC
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| CRD # | 335307 |
| SEC # | 801-132338 |
| CIK # | |
| AUM | $310.5 M (2025-07-11) |
| Employees | 8 (50% Investors, 50% Brokers) |
| Phone | 813-212-1701 |
| Address | 4300 W Cypress Street Tampa, FL 33607 |
| Source | [IAPD] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 9 | 20.0 |
| (b) Individuals (high net worth individuals) | 120 | 273.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 15.5 |
| (h) Charitable organizations | 0 | 1.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 435 | 310.5 |
| By Discretionary | ||
| Discretionary | 430 | 295.0 |
| Non-Discretionary | 5 | 15.5 |
| Total | 435 | 310.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 310.5 | |
| Total | 435 | 310.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Lifepro Asset Management LLC
✚
|
CA | 0.3 |
|
Centennial Wealth Advisory LLC
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MI | 0.3 |
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Carmel Capital Management LLC
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CA | 0.3 |
|
Tallwoods Partners LLC
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IL | 0.3 |
|
Riverpath Investments LLC
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|
0.3 | |
|
Investment Center Inc
✚
|
IL | 0.3 |
|
Kirtland Hills Capital Management LLC
✚
|
OH | 0.3 |
|
M3 Advisory Group LLC
✚
|
MA | 0.3 |
|
Bear Mountain Capital Inc
✚
|
WA | 0.3 |
|
ADG Wealth Management Group LLC
✚
|
LA | 0.3 |