QUEST 10 WEALTH BUILDERS, INC.

7629 Purfoy Road
Suite 105
Fuquay-varina, North Carolina 27526
Tel: 919-552-4286

About QUEST 10 WEALTH BUILDERS, INC.

QUEST 10 WEALTH BUILDERS, INC, formally registered with the SEC as QUEST 10 WEALTH BUILDERS, INC. The firm was established in 07/28/2022. They have over 1 offices throughout the country.

QUEST 10 WEALTH BUILDERS, INC. is a Fuquay-varina, North Carolina based Financial Planning firm with nearly $156,956,122 assets under management, offering retirement planning & investment advisory services to 868 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	154092
SEC#	801-126228
Assets Managed by Firm	$156,956,122
No. of Clients	868
No. of Advisors	5

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	868	$156,956,122
Individuals (other than high net worth individuals)	346	$52,768,650
High net worth individuals	82	$104,187,472

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