Quest Wealth Solutions, Inc.
● SEC registered since 2026CRD 341599SEC# 801-136016Mansfield, OH
Reg. AUM
$214.6M
Employees
4
Accounts
929
Location
Mansfield, OH
About Quest Wealth Solutions
Quest Wealth Solutions is a registered investment adviser providing investment advisory and financial planning nationally. It stewards wealth with strategies for growth, retirement income, preservation, and estate or charitable giving.
Summary based on the firm’s website.
Quest Wealth Solutions, Inc. assets under management
Quest Wealth Solutions, Inc. is a registered investment adviser overseen by the SEC based in Mansfield, OH. The firm has been registered since 2026. It reports $214.6 million in regulatory assets under management and employs 4 people.
Quest Wealth Solutions, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Chanley Matthew Christman Control | President | 50-75% | 2026 |
| Tony Ray Newman Control | Vice President And Chief Compliance Officer | 50-75% | 2026 |
Frequently asked questions
How much does Quest Wealth Solutions, Inc. manage?
Quest Wealth Solutions, Inc. reports $214.6 million in regulatory assets under management on its Form ADV.
How many employees does Quest Wealth Solutions, Inc. have?
Quest Wealth Solutions, Inc. reports 4 employees.
Where is Quest Wealth Solutions, Inc. located?
Quest Wealth Solutions, Inc. is based in Mansfield, OH and has been SEC-registered since 2026.
Does Quest Wealth Solutions, Inc. disclose fund performance?
Quest Wealth Solutions, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 720 Lexington Avenue, Mansfield, OH 44907 |
| Phone | 419-525-2525 |
| Fax | 419-525-2524 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$214.6MNo change
Aug '26Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 72%
Larger than 28% of 16,389 advisers
EmployeesTop 69%
More than 31% of 16,799 advisers
Assets under management
$214.6Mregulatory AUM
Discretionary $214.6M