Wealth Quest, Ltd.
Firm details
- Headquarters
- Palmyra, Pennsylvania
- CRD number
- 122416
- Fee structure
- Hourly Charges
- Services
- Financial Planning
Firm profile
FINTRXOverview
Wealth Quest, Ltd. is an independent registered investment adviser organized as a corporation and owned by an individual. The firm serves individuals and families, offering financial planning as its primary advisory service alongside accounting-related business activities. Its client billing is structured on an hourly basis rather than percentage-of-assets or retainer models. The firm does not present itself as a capital allocator and is not characterized as an active ESG investor, multi-state adviser, pension consultant, or related 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
Location
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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