Quest 10 Wealth Builders, Inc.
Quest 10 Wealth Builders, Inc. is an SEC-registered mass-market adviser in Fuquay-Varina, NC with $237.7M assets under management (AUM, regulatory AUM), +27% over one year. See who owns Quest 10 Wealth Builders, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 154092, SEC 801-126228, data through 2026-06-10.
- AUM (assets under management / regulatory AUM)
- $237.7M (2026-06-10)
- Firm type
- Mass-Market Adviser
- Location
- Fuquay-Varina, NC
- Employees
- 8
- Clients
- 503
- CRD
- 154092
- Ownership
- STEPHENSON, KENNETH, DARRELL; STEPHENSON, SANDRA, V.; Gort, Bryan, Weston
How much AUM does Quest 10 Wealth Builders, Inc. have?
Quest 10 Wealth Builders, Inc. reported $237.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-10).
Who owns Quest 10 Wealth Builders, Inc.?
Disclosed owners and executives of Quest 10 Wealth Builders, Inc. include STEPHENSON, KENNETH, DARRELL, STEPHENSON, SANDRA, V., Gort, Bryan, Weston. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.