Wealthquest Corporation

Firm record

As recorded in SEC IAPD

Firm CRD

141473

SEC number

801-67079

Firm type

RIA

Assets under management

$2.2B as of Mar 9, 2026

Website

www.wqcorp.com ↗

Phone

513-530-9700

Address

50 E-Business Way, Cincinnati, OH, 45241

Advisors at this firm

16 in our index · page 1 of 1

• Mark A BatesCRD 4606121 · Cincinnati, OH
  IA Registered
• Jenny Ann BurnsCRD 1693770 · Cincinnati, OH
  IA Registered
• Wade Keith DanielCRD 4348288 · Cincinnati, OH
  IA Registered
• Megan Kathleen HammannCRD 5608921 · Cincinnati, OH
  IA RegisteredRegistration inactive
• W. David KernCRD 6270778 · Cincinnati, OH
  IA Registered
• Stephen Paul KingCRD 4146263 · Cincinnati, OH
  IA Registered
• Michael Hans LoeweCRD 3073105 · Cincinnati, OH
  IA Registered
• Daniel Thomas LarsonCRD 7544845 · Cincinnati, OH
  IA Registered
• Luke LeongCRD 8217765 · Cincinnati, OH
  IA Registered
• Samuel MartinezCRD 7087911 · Cincinnati, OH
  IA RegisteredRegistration inactive
• Michael T MooreCRD 1711030 · Cincinnati, OH
  IA Registered
• Luke Robert NordmanCRD 7846077 · Cincinnati, OH
  IA Registered
• James Charles OligerCRD 2796231 · Cincinnati, OH
  IA Registered
• Robert Dorn ReichweinCRD 7174602 · Cincinnati, OH
  IA RegisteredRegistration inactive
• Michael RineyCRD 6447390 · Cincinnati, OH
  IA RegisteredRegistration inactive
• Angela Charlene WilliamsCRD 5250377 · Oak Brook, IL
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.