# Queenvest

> Queenvest is a state-registered investment advisory firm, registered since 2018, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 8, 2026.

- CRD: 296891
- Filed as: QUEENVEST
- Legal name: Queenvest LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: March 8, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/296891
- AdvisorCensus page: https://advisorcensus.com/firm/queenvest-296891

## Quick answers

**How is Queenvest compensated?**
On its Form ADV (Item 5.E, October 2026), Queenvest reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Queenvest registered with the SEC or a state?**
Queenvest is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 296891.

**How much does Queenvest manage?**
Queenvest reports $10,565,396 in regulatory assets under management in its Form ADV filing dated March 8, 2026 (100% discretionary).

**What types of clients does Queenvest serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (34).

**Does Queenvest report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/296891

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $10,565,396
- Discretionary: $10,565,396
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 34 | $6,715,921 |
| High net worth individuals | Fewer than 5 | $3,849,475 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2018 (8 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA, ME, NH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- queenvestllc.com
- Facebook @Queenvest
- Instagram @ruzanna_queenan
- LinkedIn @queenvest
- LinkedIn @ruzannaqueenan
- X @Queenvest1
- YouTube @UCwGIOXJKrVbXQG7GAxjHOVg

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Queenvest (CRD 296891): Form ADV filing data as of October 2026.