QUESTMONT VIRTUAL FAMILY OFFICE, LLC

QUESTMONT VIRTUAL FAMILY OFFICE, LLC of TAMPA, FL is an SEC-registered investment adviser (CRD 335307). Regulatory assets under management: $435.6M.

Registration

• CRD: 335307
• SEC file number: 801-132338
• Type: Registered investment adviser
• Location: 4350 W. CYPRESS STREET, SUITE 900, TAMPA, FL, 33607
• Phone: 813-212-1701
• Latest filing: 2026-03-31
• Regulatory AUM: $435.6M
• Discretionary AUM: $389.1M
• Non-discretionary AUM: $46.5M
• Clients: 9
• Accounts: 593

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 335307 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search