Quest Wealth Solutions, Inc.

Overview

Quest Wealth Solutions, Inc. is an independent registered investment adviser organized as a corporation and identified as a capital allocator. The firm reports SEC registration in 2026 and is owned by an individual. Its client mix includes high-net-worth individuals and families as well as institutional clients. Fee arrangements are based on a percentage of assets under management. Advisory services emphasize financial planning, portfolio management for individuals and small businesses, and the selection of outside managers. The firm does not describe itself as an active ESG investor and does not present as a multi-state or pension-consulting adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices