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Quest 10 Wealth Builders, Inc.

● SEC registered since 2022CRD 154092SEC# 801-126228Fuquay-Varina, NC
Export (members)
Reg. AUM
$187.7M
Employees
5
Accounts
933
Location
Fuquay-Varina, NC

Quest 10 Wealth Builders, Inc. assets under management

Quest 10 Wealth Builders, Inc. is an SEC-registered investment adviser based in Fuquay-Varina, NC. The firm has been registered since 2022. It reports $187.7 million in regulatory assets under management and employs 5 people.
www.completefinancialsolutions.orgView on SEC.gov ↗

Quest 10 Wealth Builders, Inc. owners & executives

3 reported
NameTitleOwnershipSince
Bryan Weston GortChief Compliance OfficerUnder 5%2024
Kenneth Darrell Stephenson ControlPresident50-75%2010
Sandra V. Stephenson ControlSecretary50-75%2014

Frequently asked questions

How much does Quest 10 Wealth Builders, Inc. manage?

Quest 10 Wealth Builders, Inc. reports $187.7 million in regulatory assets under management on its Form ADV.

How many employees does Quest 10 Wealth Builders, Inc. have?

Quest 10 Wealth Builders, Inc. reports 5 employees.

Where is Quest 10 Wealth Builders, Inc. located?

Quest 10 Wealth Builders, Inc. is based in Fuquay-Varina, NC and has been SEC-registered since 2022.

Does Quest 10 Wealth Builders, Inc. disclose fund performance?

Quest 10 Wealth Builders, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address7629 Purfoy Road, Suite 105, Fuquay-Varina, NC 27526
Phone919-552-4286
Fax919-552-1345
Office hours9:00 a.m. - 5:00 p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$187.7M
Non-discretionary$0
Total (RAUM)$187.7M