What departments does Wealthquest have?

Wealthquest has employees across 2 departments including Administrative, Operations.

What is the largest department at Wealthquest?

The largest department at Wealthquest is Administrative with 1 employees.

Where are Wealthquest employees located globally?

Wealthquest has employees across 2 continents and 2 countries including India, United States Of America.

How has Wealthquest's team size changed over time?

Wealthquest's team has decreased from approximately 43 to 29 employees based on available data.

Wealthquest Employee Directory

Q: Who are Wealthquest's key employees and leadership?

Wealthquest's key employees include: Founder: R. S..

Financial ServicesOhio, United States11-50 Employees

Wealthquest is a small to mid-sized financial services firm based in Cincinnati, Ohio. It provides coordinated wealth management by integrating investments, tax preparation, and estate planning within a single team, organized under one fee arrangement. The company operates as an SEC-registered investment adviser, emphasizing an integrated service model rather than separate, siloed advice. Its client base includes busy professionals and other individuals who seek streamlined guidance through complex financial decisions. In 2022, Wealthquest launched the Wealthquest Learning Center to host seminars and foster thought leadership within its field.

Wealthquest Global Highlights

North America
59

United States Of America
59

Asia
1

India
1

Wealthquest's Leadership

R. S.
Founder
Mobile Phone
Email
S. S.
Office Manager
Mobile Phone
Email
J. N.
Senior Client Operations Specialist
Mobile Phone
Email
C. Y. M.
Tax Advisor
Mobile Phone
Email
A. O.
Wealth Coordinator
Mobile Phone
Email
B. S.
Receptionist
Mobile Phone
Email
B. A.
Wealth Management Advisor
Mobile Phone
Email
M. E.
Wealth Management Advisor
Mobile Phone
Email

Wealthquest Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Community & Social Services
Entrepreneurship
Finance
Other
Accounting

Contact profiles from Wealthquest

Name

Title

Contact Info

Location

Last Update

R. S.
Founder
Mobile Phone
Email
IndiaChandigarh
Feb 19, 2026
S. S.
Office Manager
Mobile Phone
Email
Oct 17, 2024
J. N.
Senior Client Operations Specialist
Mobile Phone
Email
United States
Jun 28, 2026
C. Y. M.
Tax Advisor
Mobile Phone
Email
United StatesMichigan
Jun 29, 2026
A. O.
Wealth Coordinator
Mobile Phone
Email
Feb 17, 2026
B. S.
Receptionist
Mobile Phone
Email
Oct 17, 2024
B. A.
Wealth Management Advisor
Mobile Phone
Email
Oct 17, 2024
M. E.
Wealth Management Advisor
Mobile Phone
Email
Oct 16, 2024
S. P.
Receptionist
Mobile Phone
Email
United States
Jul 13, 2025

Frequently Asked Questions

What is Wealthquest known for?

Wealthquest was founded in 2006 operates in the Financial Services industry. The company's main headquarters is located in 50 East-business Way Cincinnati, Ohio 45241 United States; you can contact the main corporate office by phone at

+1-513-530-****

. Explore Wealthquest's company overview page for more information.

What is Wealthquest's most common email format?

Wealthquest employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Wealthquest email formats with LeadIQ.

How many employees does Wealthquest have currently?

Wealthquest has approximately 44 employees as of June 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are Wealthquest's key employees and leadership?

As of June 2026, Wealthquest's key employees include:

Founder: R. S.
Office Manager: S. S.
Senior Client Operations Specialist: J. N.
Tax Advisor: C. Y. M.
Wealth Coordinator: A. O.

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Wealthquest Employee Directory

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