QUEST WEALTH SOLUTIONS, INC.

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