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

WEALTH QUEST PARTNERS, INC.

CRD 173545

SAN DIEGO, CA

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:93a55319-cd17-8d05-aef6-69478edf3a76

Data as of Mar 22, 2021 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:45 PM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 3
On other graphs: 0
Observed: Dec 12, 2014 to Mar 22, 2021
16 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: $107MItem 5.F on the latest filing (2021-03-22); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $107M
Private client RAUM: $100MderivedItem 5.D individuals plus high net worth individuals
Private client share: 94%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 3
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 297
Individual clients: 82
High net worth clients: 41
SEC number: 801-120879
CRD: 173545
Filings on the tape: 16
First filed: Dec 12, 2014
Latest filed: Mar 22, 2021
Organised: Corporation, California

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
DECHARON, RENE, PAUL	PRESIDENT / CHIEF COMPLIANCE OFFICER	C	yes	03/2016	Dec 12, 2014	Mar 22, 2021
HARRISON, JEANNI, PATRICIA	VICE PRESIDENT / CHIEF FINANCIAL OFFICER	C	yes	09/2014	Dec 12, 2014	Mar 22, 2021
BAIRD, MARNIE, WALTERS	Secretary	A	no	09/2019	Mar 31, 2020	Mar 22, 2021

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
2019	Mar 31, 2020	$99.4M	$99.4M	5	3	0	n/a	n/a
2017	Mar 27, 2018	$275M	$275M	6	3	0	n/a	n/a
2016	Mar 13, 2017	$230M	$230M	6	3	n/a	n/a	n/a
2015	Mar 30, 2016	$190M	$190M	5	3	n/a	n/a	n/a
2014	Mar 30, 2015	$186M	$186M	5	3	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
2019	$107M	n/a	n/a	$230M	-22.6%	3	n/a	0	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
AMERICAN MONEY MANAGEMENT, LLC	2	Sep 2, 2021	Jun 23, 2021	SAN DIEGO, CA	Team lift out	RIA to RIA	100.0%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
HARRISON - DE CHARON, L.L.C.	3	Nov 12, 2015	Jan 16, 2015	SAN DIEGO, CA	Firm absorbed	Other	100.0%

Relationships

Controls (2)

← DECHARON, RENE, PAULOwnerPRESIDENT / CHIEF COMPLIANCE OFFICER, ownership code C, individual
Dec 12, 2014 to presentfactForm ADV
← HARRISON, JEANNI, PATRICIAOwnerVICE PRESIDENT / CHIEF FINANCIAL OFFICER, ownership code C, individual
Dec 12, 2014 to presentfactForm ADV

Owns (1)

← BAIRD, MARNIE, WALTERSOwnerSECRETARY, ownership code A, individual
Mar 31, 2020 to presentfactForm ADV

Affiliated with (1)

← HARRISON - DE CHARON, L.L.C.Registered adviserother investment adviser, control, common control
factForm ADV

Registered with (5)

← RENE PAUL DE CHARONAdvisorregistration: previous registration
Jan 16, 2015 to Sep 2, 2021factForm ADV
← JEANNI PATRICIA HARRISONAdvisorregistration: previous registration
Jan 16, 2015 to Sep 2, 2021factForm ADV
← MARNIE WALTERS BAIRDAdvisorregistration: previous registration
Mar 26, 2019 to Aug 11, 2021factForm ADV
← Gina Marie WillkommAdvisorregistration: previous registration
Sep 1, 2020 to Feb 8, 2021factForm ADV
← JEFFREY SAMUEL PLATTAdvisorregistration: previous registration
Jan 16, 2015 to Oct 9, 2018factForm ADV

Moved with (2)

→ AMERICAN MONEY MANAGEMENT, LLCRegistered adviser2 advisors, team lift out, same day
Sep 2, 2021 to Jun 23, 2021factForm ADV
← HARRISON - DE CHARON, L.L.C.Registered adviser3 advisors, firm absorbed, same day
Nov 12, 2015 to Jan 16, 2015factForm ADV

Dated events

Occurred
Mar 28, 2019
Regulatory AUM changed
Wealth Quest Partners, Inc. reported RAUM $85.0M, down 69% from $275.0M (2018-03-27 to 2019-03-28)
Form ADVobserved 5 days ago
$-190M
Occurred
Mar 28, 2019
Control person left
Jeffrey Platt (Chief Investment Officer) no longer on Schedule A of Wealth Quest Partners, Inc. (listed 2018-03-27, absent 2019-03-28)
Form ADVobserved 5 days ago
Occurred
Dec 12, 2014
First Form ADV filing
Wealth Quest Partners, Inc. filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:93a55319-cd17-8d05-aef6-69478edf3a76
First observed: Dec 12, 2014
Last observed: Mar 22, 2021 66 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.

WEALTH QUEST PARTNERS, INC.

CRD 173545

SAN DIEGO, CA

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:93a55319-cd17-8d05-aef6-69478edf3a76

Data as of Mar 22, 2021 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:45 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

DECHARON, RENE, PAUL

PRESIDENT / CHIEF COMPLIANCE OFFICER

yes

03/2016

Dec 12, 2014

Mar 22, 2021

HARRISON, JEANNI, PATRICIA

VICE PRESIDENT / CHIEF FINANCIAL OFFICER

yes

09/2014

Dec 12, 2014

Mar 22, 2021

BAIRD, MARNIE, WALTERS

Secretary

09/2019

Mar 31, 2020

Mar 22, 2021

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2019

Mar 31, 2020

$99.4M

n/a

2017

Mar 27, 2018

$275M

n/a

2016

Mar 13, 2017

$230M

n/a

2015

Mar 30, 2016

$190M

n/a

2014

Mar 30, 2015

$186M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2019

$107M

n/a

$230M

-22.6%

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

AMERICAN MONEY MANAGEMENT, LLC

Sep 2, 2021

Jun 23, 2021

SAN DIEGO, CA

Team lift out

RIA to RIA

100.0%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

HARRISON - DE CHARON, L.L.C.

Nov 12, 2015

Jan 16, 2015

SAN DIEGO, CA

Firm absorbed

Other

100.0%