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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
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Custodian
Investment Themes
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Platform
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 7 owners & executives
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JENNY ANN BURNS
Wealth Advisor
- CRD
- #1693770
MEGAN KATHLEEN HAMMANN
Director
- CRD
- #5608921
Showing 2 of 18 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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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