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- Custodian
- Charles Schwab & Company ยท Transamerica
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 08-17-2006
- Office Locations
- 2
Office Locations
About Wealthquest Corporation
Wealthquest Corporation is a Cincinnati-based wealth manager with offices in Cincinnati and the Chicago area, serving families nationwide. The firm offers coordinated wealth management under one team and one fee, combining investment management with financial planning, tax preparation and year-round tax planning, and estate planning coordination. Investment work spans portfolio construction using ETFs and fixed income alongside other public and private funds. Recognized in third-party industry rankings including the Financial Times Top 300 RIA.
Reported data analysis
What the numbers show
Between October 14, 2025 and July 30, 2026, reported AUM increased 15.0%, from $1.9B to $2.2B.
Across 5 reported observations, AUM increased 32.8% between November 2, 2022 and July 30, 2026, from $1.7B to $2.2B.
Of the latest reported AUM, 99.9% is discretionary and 0.1% is non-discretionary.
The firm reports 16 advisory representatives and 1,594 clients, or 99.6 clients per representative. That equates to $1.4M in reported AUM per client.
The profile lists 2 reported office locations and 20 years in operation. The source data was last updated on July 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
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- Services
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Owner & Executives
WADE KEITH DANIEL
Chief Executive Officer
- CRD
- #4348288
- Ownership
- 25% but less than 50%
STEPHEN PAUL KING
Vice President
- CRD
- #4146263
- Ownership
- 10% but less than 25%
Showing 2 of 6 owners & executives
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JENNY ANN BURNS
Wealth Advisor
- CRD
- #1693770
MEGAN KATHLEEN HAMMANN
Director
- CRD
- #5608921
Showing 2 of 17 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,221,636,941 | $424,057 |
| Non-Discretionary | $1,592,175 | $796,088 |
| Total | $2,223,229,116 | $424,199 |
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Separately Managed Accounts
SMA allocation detail is available
Wealthquest Corporation has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Wealthquest Corporation's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.