Quest Wealth Solutions, Inc.
Firm details
- Headquarters
- Mansfield, Ohio
- CRD number
- 341599
- Registered since
- April 28, 2026
- Fee structure
- Percentage of AUM
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Quest Wealth Solutions, Inc. is a newly formed corporate investment adviser that registered with the SEC in 2026 and is owned by an individual. The firm bills advisory fees as a percentage of assets under management and positions itself as a capital allocator. Its stated advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and selection of other advisers. Quest does not identify as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2
Chanley Christman
Financial AdvisorCRD 2771126
Tony Newman
Financial AdvisorCRD 2888727
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Mansfield, OH
Richland
Location
Mansfield, OH
Headquartered in Mansfield, OH, anchoring the Mansfield-Ashland-Bucyrus, OH metro in the Midwest.
- Metro area
- Mansfield-Ashland-Bucyrus, OH
- Region
- Midwest
- County
- Richland
- Address
- 720 Lexington Ave
- Time zone
- ET (UTC-5)
- Office locations
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