Quest 10 Wealth Builders, Inc.

Overview

Quest 10 Wealth Builders, Inc. is an independent registered investment adviser organized as a corporation and SEC-registered in 2022. The firm serves individuals and families and describes itself as a capital allocator that uses third-party managers alongside in-house advice. Its client-facing services emphasize financial planning, portfolio management for individuals and small businesses, selection of other advisers, educational seminars and workshops, and pension consulting among its listed advisory activities. Fee arrangements include AUM-based fees, hourly charges, and fixed fees. Quest 10 does not identify as an active ESG investor and is not listed as a multi-state adviser. The firm also reports an affiliation with an insurance company, and ownership is held by an individual. That combination of capital-allocation activity, manager selection, and fee flexibility suggests they position themselves to blend model/pooled public strategies with access to external alternative managers for appropriate clients.

Assets & Accounts

Public Holdings

Investments & Alternatives