DFX Intelligence

Data Factory

RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

VISIONQUEST WEALTH MANAGEMENT, LLC

CRD 135581

RALEIGH, NC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:197b0d69-019d-43d3-c5be-7a8fe7c10a61

Data as of May 16, 2017 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:37 PM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 1
On other graphs: 0
Observed: Mar 23, 2016 to May 16, 2017
8 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $175MItem 5.F on the latest filing (2017-05-16); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $2.1M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 13
Advisory employees: 8
Accounts: 1,032
SEC number: 801-107528
CRD: 135581
Filings on the tape: 8
First filed: Mar 23, 2016
Latest filed: May 16, 2017
Organised: Limited Liability Company, North Carolina

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
PETERS, STEPHEN, CONDON	MANAGING MEMBER	E	yes	04/2008	Mar 23, 2016	May 16, 2017
PETERS, STEPHEN, CONDON	CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER	Na	yes	05/2005	Mar 23, 2016	May 16, 2017
VQ WEALTH, LLC	MANAGING MEMBER	E	yes	04/2008	Mar 23, 2016	May 16, 2017

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Charlotte	Nc	United States	n/a	no
Richmond	Va	United States	n/a	no
n/a	n/a	n/a	n/a	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2016	Mar 20, 2017	$178M	$178M	13	8	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2016	$175M	n/a	n/a	n/a	n/a	13	n/a	n/a	n/a

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
QUESTAR ASSET MANAGEMENT, INC.	2	Jul 13, 2016	Sep 15, 2016	RALEIGH, NC	Team lift out	Other	66.7%

Relationships

Controls (2)

← PETERS, STEPHEN, CONDONOwnerMANAGING MEMBER, ownership code E, individual
Mar 23, 2016 to presentfactForm ADV
← VQ WEALTH, LLCOwnerMANAGING MEMBER, ownership code E, domestic entity
Mar 23, 2016 to presentfactForm ADV

Registered with (8)

← JOSEPH MATTHEW BAKERAdvisorregistration: previous registration
Feb 17, 2017 to Jul 27, 2017factForm ADV
← Matthew James GomollAdvisorregistration: previous registration
Sep 22, 2016 to Jul 27, 2017factForm ADV
← Anthony Van OreAdvisorregistration: previous registration
Apr 3, 2017 to Jun 1, 2017factForm ADV
← Steven Mitchell LaskaAdvisorregistration: previous registration
Jul 13, 2015 to May 16, 2017factForm ADV
← JON E GAUTHIERAdvisorregistration: previous registration
Dec 12, 2016 to May 9, 2017factForm ADV
← NICHOLAS MARTIN KOLBENSCHLAGAdvisorregistration: previous registration
Jan 3, 2011 to Jul 13, 2016factForm ADV
← TYLER JOSEPH KOLBENSCHLAGAdvisorregistration: previous registration
Jan 15, 2015 to Jul 13, 2016factForm ADV
← GERALD WILLIAM PENEGORAdvisorregistration: previous registration
Aug 28, 2009 to Jun 14, 2010factForm ADV

Moved with (1)

→ QUESTAR ASSET MANAGEMENT, INC.Registered adviser2 advisors, team lift out, same day
Jul 13, 2016 to Sep 15, 2016factForm ADV

Dated events

Occurred
Mar 23, 2016
First Form ADV filing
Visionquest Wealth Management, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:197b0d69-019d-43d3-c5be-7a8fe7c10a61
First observed: Mar 23, 2016
Last observed: May 16, 2017 113 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

VISIONQUEST WEALTH MANAGEMENT, LLC

CRD 135581

RALEIGH, NC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:197b0d69-019d-43d3-c5be-7a8fe7c10a61

Data as of May 16, 2017 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:37 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

PETERS, STEPHEN, CONDON

MANAGING MEMBER

yes

04/2008

Mar 23, 2016

May 16, 2017

PETERS, STEPHEN, CONDON

CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER

yes

05/2005

Mar 23, 2016

May 16, 2017

VQ WEALTH, LLC

MANAGING MEMBER

yes

04/2008

Mar 23, 2016

May 16, 2017

City

State

Country

Employees

Also broker-dealer

Charlotte

United States

n/a

Richmond

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2016

Mar 20, 2017

$178M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2016

$175M

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

QUESTAR ASSET MANAGEMENT, INC.

Jul 13, 2016

Sep 15, 2016

RALEIGH, NC

Team lift out

Other

66.7%