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| Wealthquest Corporation
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|
|---|---|
| CRD # | 141473 |
| SEC # | 801-67079 |
| CIK # | 0001632968 |
| AUM | $1.9 B (2025-04-28) |
| Employees | 41 (34% Investors, 0% Brokers) |
| Phone | 513-530-9700 |
| Address | 50 Ebusiness Way Cincinnati, OH 45241 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| American Financial Group Inc | 43.3 | |
| Procter & Gamble Co | 27.8 | |
| Apple Inc | 9.8 | |
| Microsoft Corp | 5.7 | |
| Lilly Eli & Co | 4.1 | |
| Cintas Corp | 3.3 | |
| Amazon Com Inc | 3.3 | |
| APA Corp | 3.2 | |
| Nvidia Corp | 2.9 | |
| J P Morgan Chase & Co | 2.6 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,031 | 388.9 |
| (b) Individuals (high net worth individuals) | 493 | 1,529.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 10 | 13.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 5,194 | 1,932.4 |
| By Discretionary | ||
| Discretionary | 5,192 | 1,930.9 |
| Non-Discretionary | 2 | 1.6 |
| Total | 5,194 | 1,932.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,932.4 | |
| Total | 5,194 | 1,932.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001632968] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Sigma Investment Counselors Inc
✚
|
MI | 1.9 |
|
Pinnacle Wealth Planning Services Inc
✚
|
OH | 1.9 |
|
Capital Investment Advisory Services LLC
✚
|
NC | 1.9 |
|
Newsquare Capital LLC
✚
|
PA | 1.9 |
|
Arbion Limited
✚
|
1.9 | |
|
Neville Rodie & Shaw Inc
✚
|
NY | 1.9 |
|
Nadler Financial Group Inc
✚
|
IL | 1.9 |
|
Earned Wealth Advisors LLC
✚
|
CA | 1.9 |
|
EFG Asset Management Americas Corp
✚
|
FL | 1.9 |
|
Moneco Advisors LLC
✚
|
CT | 1.9 |