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| Wealthquest Corporation
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|---|---|
| CRD # | 141473 |
| SEC # | 801-67079 |
| CIK # | 0001632968 |
| AUM | 2,223.2 M (2026-03-09) |
| Employees | 42 (38% Investors, 0% Brokers) |
| Phone | 513-530-9700 |
| Address | 50 Ebusiness Way Cincinnati, OH 45241 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) |
|---|---|---|
| American Financial Group Inc | 0.1 | |
| Procter & Gamble Co | 0.1 | |
| Apple Inc | 0.0 | |
| APA Corp | 0.0 | |
| Microsoft Corp | 0.0 | |
| Lilly Eli & Co | 0.0 | |
| Nvidia Corp | 0.0 | |
| Amazon Com Inc | 0.0 | |
| J P Morgan Chase & Co | 0.0 | |
| Alphabet Inc | 0.0 |
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,012 | 0.4 |
| (b) Individuals (high net worth individuals) | 571 | 1.8 |
| (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 | 0.0 |
| (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 | 5,241 | 2.2 |
| By Discretionary | ||
| Discretionary | 5,239 | 2.2 |
| Non-Discretionary | 2 | 0.0 |
| Total | 5,241 | 2.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.2 | |
| Total | 5,241 | 2.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001632968] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.5B |
| Clients | 1 |
| Serves | Institutional, Retail |
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