QUEST WEALTH SOLUTIONS, INC.

RIASEC RegisteredEst. 2026
Total AUM
Avg account
$0
Accounts
0
Employees
4
Advisory reps
2

Firm details

Headquarters
MANSFIELD, Ohio
CRD number
341599
Registered since
April 28, 2026
Fee structure
Percentage of AUM
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Quest Wealth Solutions, Inc. is a newly formed, corporation-style investment adviser that registered with the SEC in 2026 and is owned by an individual. The firm presents itself as a capital allocator and lists core advisory services that include financial planning, portfolio management for individuals and small businesses, selection of other advisers, and pension consulting services. Its compensation model is a percentage-of-assets-under-management fee. The firm is not identified as an active ESG investor and is not designated as a multi-state adviser. Although pension consulting appears among the stated advisory activities, regulatory data does not record the firm as a pension consultant. Quest also reports that it performs selection-of-other-advisers work, consistent with its capital allocator designation.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

2 of 2
  • CHANLEY CHRISTMAN

    Financial AdvisorCRD 2771126

  • TONY NEWMAN

    Financial AdvisorCRD 2888727

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

MANSFIELD, OH

RICHLAND

Location

MANSFIELD, OH

Headquartered in MANSFIELD, OH, anchoring the Mansfield-Ashland-Bucyrus, OH metro in the Midwest.

Metro area
Mansfield-Ashland-Bucyrus, OH
Region
Midwest
County
RICHLAND
Address
720 Lexington Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth