# Quest Wealth Solutions, Inc.

> Quest Wealth Solutions, Inc. is an SEC-registered investment advisory firm in Mansfield, OH, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 24, 2026.

- CRD: 341599
- Filed as: QUEST WEALTH SOLUTIONS, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Mansfield, OH
- Filing period: October 2026
- Form ADV filing dated: August 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/341599
- AdvisorCensus page: https://advisorcensus.com/firm/quest-wealth-solutions-inc-mansfield-oh-341599

## Quick answers

**How is Quest Wealth Solutions, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Quest Wealth Solutions, Inc. reports these compensation arrangements: a percentage of assets under its management.

**What does Quest Wealth Solutions, Inc.'s brochure say about its fees?**
Its Form ADV Part 2A brochure dated August 24, 2026 states: Asset-based fee: 0.5% to 1% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Quest Wealth Solutions, Inc. located?**
Quest Wealth Solutions, Inc.'s principal office is in Mansfield, OH, according to its Form ADV.

**Is Quest Wealth Solutions, Inc. registered with the SEC or a state?**
Quest Wealth Solutions, Inc. is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 341599.

**How much does Quest Wealth Solutions, Inc. manage?**
Quest Wealth Solutions, Inc. reports $214,553,000 in regulatory assets under management in its Form ADV filing dated August 24, 2026 (100% discretionary).

**What types of clients does Quest Wealth Solutions, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (303); high net worth individuals (55); charitable organizations (2).

**Which custodians does Quest Wealth Solutions, Inc. use?**
Quest Wealth Solutions, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Raymond James Financial Services, Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Quest Wealth Solutions, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/341599

**Does Quest Wealth Solutions, Inc. state an account minimum?**
Its Form ADV Part 2A brochure dated August 24, 2026 says: "Quest Wealth generally does not impose a minimum relationship size."

**What changed in Quest Wealth Solutions, Inc.'s recent Form ADV filings?**
In the September 2026 filing data: Regulatory assets under management went from $0 to $214,553,000.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated August 24, 2026)

- Asset-based fee: 0.5% to 1% a year (a range, as the brochure states it)

> Wealth management fees range from 0.50% to 1.00% annually based on several factors, including: the scope and complexity of the services to be provided; the level of assets to be managed; and the overall relationship with the Advisor.

- Account minimum: None

> Quest Wealth generally does not impose a minimum relationship size.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Raymond James Financial Services, Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $214,553,000
- Discretionary: $214,553,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 303 | $89,000,000 |
| High net worth individuals | 55 | $125,000,000 |
| Charitable organizations | 2 | $543,000 |
| Corporations or other businesses not listed above | 1 | $10,000 |

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

### Firm details
- Registered since: 2026 (0 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- questwealthsolutions.com

## Changes in the filing (last 12 months)

### September 2026
- Regulatory assets under management went from $0 to $214,553,000.

### July 2026
- Registered or notice-filed in TX.

### May 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Quest Wealth Solutions, Inc. (CRD 341599): Form ADV filing data as of October 2026.