Wealthquest Corporation
● SEC registered since 2006CRD 141473SEC# 801-67079Cincinnati, OH
Reg. AUM
$2.22B
Employees
42
Accounts
5,241
Location
Cincinnati, OH
Wealthquest Corporation assets under management
Wealthquest Corporation is an investment advisory firm registered with the SEC based in Cincinnati, OH. The firm has been registered since 2006. It reports $2.2 billion in regulatory assets under management and employs 42 people.
Wealthquest Corporation owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel Thomas Larson Control | Vice President | 5-10% | 2022 |
| James M. Lenhoff | Board Member | 10-25% | 2021 |
| Mark A Bates Control | Chief Operating Officer | 5-10% | 2018 |
See all 7 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Wealthquest Corporation manage?
Wealthquest Corporation reports $2.2 billion in regulatory assets under management on its Form ADV.
How many employees does Wealthquest Corporation have?
Wealthquest Corporation reports 42 employees.
Where is Wealthquest Corporation located?
Wealthquest Corporation is based in Cincinnati, OH and has been SEC-registered since 2006.
Does Wealthquest Corporation disclose fund performance?
Wealthquest Corporation is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 50 E-Business Way, Suite 120, Cincinnati, OH 45241 |
| Phone | 513-530-9700 |
| Fax | 513-530-9776 |
| Office hours | M-Th 8-5p.m. F 8-12p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1632968 |
| Discloses disciplinary history | No |
Regulatory AUM
$2.22B▲ 15%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 21%
Larger than 79% of 16,271 advisers
EmployeesTop 14%
More than 86% of 16,825 advisers
Assets under management
$2.22Bregulatory AUM
Discretionary $2.22BNon-discretionary $1.6M