Wealthquest Corporation

Wealthquest Corporation (CRD# 141473) is a financial advisory firm headquartered in Cincinnati, OH. They manage $1,793,071,169 in 4,864 accounts and serve the financial needs of clients across 28 states (or territories).

Current Firm Details
50 E-business Way, Suite 120, Cincinnati, OH 45241
http://www.wqcorp.com
By the Numbers
  • Total Assets Under Management
    1,793
    MILLION
  • Total Number of Accounts
    4,864
    ACCOUNTS
  • Average Account Value
    $368,641
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, DC, FL, GA, IL, IN, KY, LA, MA, MI, MN, MO, NC, NE, NH, NJ, NY, OH, OR, PA, RI, SC, TN, TX, VA, WI

Financial Advisors at Wealthquest Corporation
Showing 11 - 12 of 12 top financial advisors.
11
Samuel Martinez, financial advisor Cincinnati OH
Samuel Martinez
CRD#: 7087911
50 E-business Way, Suite 120, Cincinnati, OH 45241

Samuel Martinez (CRD# 7087911) is an Investment Advisor Representative working at Wealthquest Corporation in Cincinnati, OH and has over 4 years of experience in the finance industry.

12
Michael Riney, financial advisor Cincinnati OH
Michael Riney
CRD#: 6447390
50 E-business Way, Suite 120, Cincinnati, OH 45241

Michael Riney (CRD# 6447390) is an Investment Advisor Representative working at Wealthquest Corporation in Cincinnati, OH and has over 7 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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