# WEALTHQUEST FINANCIAL SERVICES, LLC

WEALTHQUEST FINANCIAL SERVICES, LLC of NORFOLK, VA is an SEC-registered investment adviser.

## Registration

- CRD: 116749
- Type: SEC-registered investment adviser
- SEC file number: 801-63269
- Location: 150 W. MAIN STREET, SUITE 1860, NORFOLK, VA, 23510
- Phone: 757-533-4150
- Latest filing: 2018-02-27
- Regulatory AUM: $536.7M
- Discretionary AUM: $536.7M
- Clients: 8
- Accounts: 1,052

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| CHERNITZER JEFFREY STUART | MANAGER | — |
| EINHORN MARTIN ALAN | SECRETARY, TREASURER | — |
| FURLONG GROSS CHERYL ANN | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| WALL ALVIN A | VICE PRESIDENT | — |
| ROUNTREE WILLIE JAMES | OWNER | — |
| DINARDO PAUL GERARD | OWNER | — |
| EINHORN SUSAN ROGERS | OWNER | — |
| WOLCOTT LAUREN VANCE | OWNER | — |
| BALDWIN SHIRLEY CULPEPPER | OWNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/116749/brochure
- Similar advisers: https://search.stillhousedata.com/firm/116749/similar
- Related entities: https://search.stillhousedata.com/firm/116749/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/116749

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.