# Wealth Quest, Ltd.

> Wealth Quest, Ltd. is a state-registered investment advisory firm in Palmyra, PA, registered since 1996, with no regulatory assets under management reported in its Form ADV filing dated December 19, 2023.

- CRD: 122416
- Filed as: WEALTH QUEST, LTD.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Palmyra, PA
- Filing period: October 2026
- Form ADV filing dated: December 19, 2023
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/122416
- AdvisorCensus page: https://advisorcensus.com/firm/wealth-quest-ltd-palmyra-pa-122416

## Quick answers

**How is Wealth Quest, Ltd. compensated?**
On its Form ADV (Item 5.E, October 2026), Wealth Quest, Ltd. reports these compensation arrangements: hourly charges.

**Where is Wealth Quest, Ltd. located?**
Wealth Quest, Ltd.'s principal office is in Palmyra, PA, according to its Form ADV.

**Is Wealth Quest, Ltd. registered with the SEC or a state?**
Wealth Quest, Ltd. is a state-registered investment advisory firm, registered since 1996. Status as filed: APPROVED. CRD 122416.

**What types of clients does Wealth Quest, Ltd. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (25).

**Does Wealth Quest, Ltd. 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/122416

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 25 | $0 |

### Advisory services (Item 5.G)
- Financial planning services

### Firm details
- Registered since: 1996 (30 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wealth Quest, Ltd. (CRD 122416): Form ADV filing data as of October 2026.