WEALTH QUEST, LTD.
Firm details
- Headquarters
- PALMYRA, Pennsylvania
- CRD number
- 122416
- Fee structure
- Hourly Charges
- Services
- Financial Planning
Firm profile
FINTRXOverview
Wealth Quest, Ltd. operates as an independent registered investment advisor (RIA) focused on providing financial planning services primarily to individuals and families. The firm is structured as a corporation and is owned by an individual. Wealth Quest, Ltd. does not engage in capital allocation or pension consulting, nor does it have a multi-state advisory presence. The firm’s fee structure is based on hourly charges, reflecting a flexible approach to client engagements. While it does not actively invest in ESG (Environmental, Social, and Governance) opportunities, it maintains a commitment to delivering tailored financial advice.
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
1 of 1ROBERT PARKS
Managing PartnerCRD 4590341
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
PALMYRA, PA
LEBANON
Location
PALMYRA, PA
Headquartered in PALMYRA, PA, anchoring the Harrisburg-York-Lebanon, PA metro in the Northeast.
- Metro area
- Harrisburg-York-Lebanon, PA
- Region
- Northeast
- County
- LEBANON
- Address
- 815 E Arch St
- Time zone
- ET (UTC-5)
- Office locations
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