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Wealthquest Corporation CRD 141473
$2.22B regulatory AUM 1 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
50 E-Business Way Suite 120, Cincinnati, OH 45241 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-03-05 |
Branch Locations
50 E-Business Way Suite 120, Cincinnati, OH 45241 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealthquest Corporation | Cincinnati | OH | 04/2025 | Present |
| Fifth Third Bank | Cincinnati | OH | 06/2017 | 04/2019 |
| Fifth Third Bank | Cincinnati | OH | 05/2019 | 09/2022 |
| Fifth Third Bank | Cincinnati | OH | 10/2022 | 03/2025 |
| Unemployed | Glenmore | PA | 09/2016 | 05/2017 |
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