# Quest Wealth Management Incorporated

> Quest Wealth Management Incorporated is a state-registered investment advisory firm, registered since 2015, reporting under $25 million in regulatory assets under management in its Form ADV filing dated November 7, 2014.

- CRD: 173668
- Filed as: QUEST WEALTH MANAGEMENT INCORPORATED
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Illinois
- Filing period: October 2026
- Form ADV filing dated: November 7, 2014
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/173668
- AdvisorCensus page: https://advisorcensus.com/firm/quest-wealth-management-incorporated-173668

## Quick answers

**How is Quest Wealth Management Incorporated compensated?**
On its Form ADV (Item 5.E, October 2026), Quest Wealth Management Incorporated reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Quest Wealth Management Incorporated registered with the SEC or a state?**
Quest Wealth Management Incorporated is a state-registered investment advisory firm, registered since 2015. Status as filed: APPROVED. CRD 173668.

**How much does Quest Wealth Management Incorporated manage?**
Quest Wealth Management Incorporated reports $0 in regulatory assets under management in its Form ADV filing dated November 7, 2014.

**Does Quest Wealth Management Incorporated 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/173668

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

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

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2015 (11 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: Not reported
- States registered or notice-filed: IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Quest Wealth Management Incorporated (CRD 173668): Form ADV filing data as of October 2026.