Wealthquest Corporation
- Regulatory AUM
- $2.2B
- Discretionary
- $2.2B
- Clients
- 1,593
- Avg AUM / client
- $1.4M
- Accounts
- 5,241
- Employees
- 42
AUM over time
Annual snapshots from Form ADV filings · as of Jul 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,012 | $382M | 17.2% |
| High net worth individuals | 571 | $1.8B | 82.1% |
| Charitable organizations | 10 | $15.0M | 0.67% |
People (18)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Wade Keith Daniel | Ceo | CFP | Dec 2006 (20y) | 25% – 50% |
| Stephen Paul King | Vice President | CFP | Aug 2007 (19y) | 10% – 25% |
| Mark A Bates | Chief Operating Officer | CFP | Apr 2010 (16y) | 5% – 10% |
| W. David Kern | President | CFP | May 2014 (12y) | Less than 5% |
| Hayes, Patrick, Daniel | Chief Compliance Officer | Mar 2020 (6y) | Less than 5% | |
| Lenhoff, James, M. | Director Of Mission | Jan 2021 (6y) | 10% – 25% | |
| Daniel Thomas Larson | Vice President | CFP | Jan 2022 (5y) | Less than 5% |
| James Charles Oliger | Registered representative | CFP | Dec 2006 (20y) | |
| Angela Charlene Williams | Registered representative | CFP | Jan 2014 (13y) | |
| Michael Hans Loewe | Registered representative | Jul 2014 (12y) | ||
| Michael T Moore | Registered representative | May 2018 (8y) | ||
| Michael Riney | Registered representative | CFP | Jul 2019 (7y) | |
| Samuel Martinez | Registered representative | Jun 2021 (5y) | ||
| Jenny Ann Burns | Registered representative | CFP | May 2022 (4y) | |
| Megan Kathleen Hammann | Registered representative | CFP | Jan 2024 (3y) | |
| Robert Dorn Reichwein | Registered representative | May 2024 (2y) | ||
| Luke Leong | Registered representative | CFA | Mar 2026 (0y) | |
| Luke Robert Nordman | Registered representative | CFP | May 2026 (0y) |
Undisclosed: 0% – 50% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/09/2026 | 1.01 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $1.8B (80% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 30, 2026.
View current Form ADV (SEC/IAPD) ↗