Quest 10 Wealth Builders, Inc.
● SEC registered since 2022CRD 154092SEC# 801-126228Fuquay-Varina, NC
Reg. AUM
$237.7M
Employees
8
Accounts
1,086
Location
Fuquay-Varina, NC
Quest 10 Wealth Builders, Inc. assets under management
Quest 10 Wealth Builders, Inc. is an SEC-registered investment adviser based in Fuquay-Varina, NC. The firm has been registered since 2022. It reports $237.7 million in regulatory assets under management and employs 8 people.
Quest 10 Wealth Builders, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bryan Weston Gort | Chief Compliance Officer | Under 5% | 2024 |
| Kenneth Darrell Stephenson Control | President | 50-75% | 2010 |
| Sandra V. Stephenson Control | Secretary | 50-75% | 2014 |
Frequently asked questions
How much does Quest 10 Wealth Builders, Inc. manage?
Quest 10 Wealth Builders, Inc. reports $237.7 million in regulatory assets under management on its Form ADV.
How many employees does Quest 10 Wealth Builders, Inc. have?
Quest 10 Wealth Builders, Inc. reports 8 employees.
Where is Quest 10 Wealth Builders, Inc. located?
Quest 10 Wealth Builders, Inc. is based in Fuquay-Varina, NC and has been SEC-registered since 2022.
Does Quest 10 Wealth Builders, Inc. disclose fund performance?
Quest 10 Wealth Builders, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 7629 Purfoy Road, Suite 105, Fuquay-Varina, NC 27526 |
| Phone | 919-552-4286 |
| Fax | 919-552-1345 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$237.7M▲ 27%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 69%
Larger than 31% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$237.7Mregulatory AUM
Discretionary $237.7M