WEALTHQUEST CORP Overview
Wealthquest Corp is an investment advisor that manages 608.3 MM dollars in regulatory AUM and has 18 employees, of which 11 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/14 to 03/31/23. The fund's latest filing disclosed 745MM in positions, representing 122% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/14 to 03/31/23. The fund's latest filing disclosed 745MM in positions, representing 122% of the manager's regulatory AUM.
WEALTHQUEST CORP StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
WEALTHQUEST CORP Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| VV | 19.02% | ETF | 2.71% | 0.02% | 3 | 5% | ||
| VONG | 11.85% | ETF | 5.98% | 0.36% | 1 | 4% | ||
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FEATURED IN
WEALTHQUEST CORP Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Wade K. Daniel | Ceo | March-2012 |
| James M. Lenhoff | President | March-2012 |
| Stephen P. King | Vice President And Chief Compliance Officer | March-2012 |
WEALTHQUEST CORP Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
WEALTHQUEST CORP Investment Strategy
WEALTHQUEST CORP Portfolio Concentration
WEALTHQUEST CORP Location
50 E-BUSINESS WAY
SUITE 120
CINCINNATI, Ohio
UNITED STATES, 45241
SUITE 120
CINCINNATI, Ohio
UNITED STATES, 45241
WEALTHQUEST CORP Contact Information
Phone Number: 513-530-9700
Fax Number: 513-530-9776
Website: null
Fax Number: 513-530-9776
Website: null
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