# WEALTHQUEST CORPORATION

WEALTHQUEST CORPORATION of CINCINNATI, OH is an SEC-registered investment adviser.

## Registration

- CRD: 141473
- Type: SEC-registered investment adviser
- SEC file number: 801-67079
- Location: 50 E-BUSINESS WAY, SUITE 120, CINCINNATI, OH, 45241
- Phone: 513-530-9700
- Latest filing: 2026-07-30
- Regulatory AUM: $2.2B
- Discretionary AUM: $2.2B
- Non-discretionary AUM: $1.6M
- Clients: 42
- Accounts: 5,241

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Other

## Officers, owners & control persons (16)

| Name | Role | Location |
| --- | --- | --- |
| Patrick Daniel Hayes | CHIEF COMPLIANCE OFFICER | — |
| Daniel Cavanaugh Keith | CEO; PRESIDENT; PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| Wade Keith Daniel | CEO | — |
| James M Lenhoff | BOARD MEMBER | — |
| Stephen Paul King | VICE PRESIDENT | — |
| Mark A Bates | CHIEF OPERATING OFFICER | — |
| W. David Kern | PRESIDENT | — |
| Daniel Thomas Larson | VICE PRESIDENT | — |
| KERN BENJAMIN DAVID | PRESIDENT | — |
| KING LOREN PAUL | DIRECTOR OF FINANCIAL PLANNING; VICE PRESIDENT; VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| LENHOFF JAMES M | DIRECTOR OF MISSION; PRESIDENT; VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| RICHMOND JOSEPH ROBERT | SENIOR ADVISOR | — |
| LARSON SCOTT THOMAS | VICE PRESIDENT | — |
| BATES MARK A | CHIEF OPERATING OFFICER; DIRECTOR OF FINANCIAL PLANNING | — |
| HAYES ZACHARY DANIEL | CHIEF COMPLIANCE OFFICER | — |
| James M. Lenhoff | BOARD MEMBER | — |


## Branch offices (1)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| OAK BROOK | IL | 1 | 630-581-3580 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/141473/brochure
- Similar advisers: https://search.stillhousedata.com/firm/141473/similar
- Related entities: https://search.stillhousedata.com/firm/141473/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/141473

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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.