Quest Wealth Solutions, INC.: new SEC registration, $215M AUM, Mansfield, OH
Quest Wealth Solutions, INC. (Mansfield, Ohio): new SEC registration, $215M AUM, Mansfield, OH. Its amount of 215 is above the median of 134 (69th percentile). Dated 190 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 215 · 69th percentile of 1,149 NewRiaPulse records · 1.6x the median
Free preview: all 11 published fields of this record are shown below. Locked: 36 related OH NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Quest Wealth Solutions, INC. |
| Legal name | Quest Wealth Solutions, INC. |
| CRD | 341599 |
| Status | Approved |
| Registered with the SEC | 2026-04-28 |
| Latest Form ADV filing | 2026-08-24 |
| Location | Mansfield, OH, United States |
| Regulatory AUM | $214,553,000 |
| Accounts | 929 |
| Employees | 4 |
| Website | http://www.questwealthsolutions.com/ |
| amount percentile | 69th of 1,149 (median 134, 1.6x median) |
| Peer records CSV (37 OH records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-04-28
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (OH first): Drive Capital LLC · Woodland Wealth Partners · The Connor Group Fund Manager, LLC · The O.H.I.O. Fund · Arg Private Wealth, LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Quest Wealth Solutions, INC. and 37 Ohio peers
- Ohio NewRiaPulse records like this one: 37
- Quest Wealth Solutions, INC.'s amount: 69th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Ohio peer: $7,400 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $215M under management.
- Website on file.
What is the NewRiaPulse record for Quest Wealth Solutions, INC. in Mansfield, Ohio?
Quest Wealth Solutions, INC. received SEC registration as an investment adviser (2026-04-28) with $214,553,000 in regulatory assets under management, based in Mansfield, OH.
How does Quest Wealth Solutions, INC. compare to other Ohio NewRiaPulse records?
Its amount of 215 sits in the upper half (69th percentile) of 1,149 records; the median is 134. It is 190 days old; check the official source for later updates before acting.
Quest Wealth Solutions, INC. vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Quest Wealth Solutions, INC. | Mansfield, OH | 215 | 69th | 2026-04-28 |
| Herndon Plant Oakley LTD | Corpus Christi, TX | 155 | 58th | 2026-09-11 |
| Diversified Wealth Advisors, LLC | Kansas City, MO | 138 | 52nd | 2026-09-24 |
| Johnston Investment Counsel, LTD. | Peoria, IL | 125 | 44th | 2026-09-28 |
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NewRiaPulse: $100M-$500M NewRiaPulse: records in Ohio NewRiaPulse: Approved
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.