| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel Thomas Larson Control | Vice President | Under 5% | 2022 |
| James M. Lenhoff | Board Member | 10-25% | 2021 |
| Mark A Bates Control | Chief Operating Officer | 5-10% | 2018 |
Wealthquest Corporation reports $1.9 billion in regulatory assets under management on its Form ADV.
Wealthquest Corporation reports 41 employees.
Wealthquest Corporation is based in Cincinnati, OH and has been SEC-registered since 2006.
Wealthquest Corporation is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 50 E-Business Way, Suite 120, Cincinnati, OH 45241 |
| Phone | 513-530-9700 |
| Fax | 513-530-9776 |
| Office hours | M-Th 8-5p.m. F 8-12p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1632968 |
| Discloses disciplinary history | No |
| Discretionary | $1.93B |
| Non-discretionary | $1.6M |
| Total (RAUM) | $1.93B |