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.

Firm class

independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$215MItem 5.F on the latest filing (2026-08-24); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$215M

Private client RAUM

$214MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

2

RAUM per advisor

$107Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

4

Advisory employees

2

Offices

0Schedule D 1.F, beyond the principal office

Accounts

929

Individual clients

303

High net worth clients

55

SEC number

801-136016

CRD

341599

Filings on the tape

3

First filed

Apr 29, 2026

Latest filed

Aug 24, 2026

Organised

Corporation, OH

Website

questwealthsolutions.com

• Occurred

  Jul 2, 2026
  Team lift-out

  2 advisors left Raymond James Financial Services Advisors, Inc (Mansfield, OH) for Quest Wealth Solutions, Inc. on the same day

  Form ADVobserved 4 days ago
  2 advisors

Graph

RIA / Wealth Management

Canonical id

dfx:ria:9f75ee40-dd2a-13ff-aa0f-43ab7fa58884

First observed

Apr 29, 2026

Last observed

Aug 24, 2026 26 days 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.