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).
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Total Assets Under Management1,793MILLION
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Total Number of Accounts4,864ACCOUNTS
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Average Account Value$368,641
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
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
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.
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.