Wealth Quest Partners, Inc. (San Diego)

Name: Wealth Quest Partners, Inc.
Address: 9915 Mira Mesa Blvd., San Diego, CA, 92131 7003
Telephone: 858-433-7002

Wealth Quest Partners, Inc. is an adviser based in San Diego. It manages $85.03 million of regulatory assets for 270 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdiction of California.

Wealth Quest Partners provides financial planning services, portfolio management for individuals and small businesses, and educational seminars and workshops. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Wealth Quest Partners: assets under management

The assets under management (AUM) of Wealth Quest Partners, Inc. is $85.03 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -55% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $85.03 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $314.91 thousand each.

Investments

The firm invests in non-exchange traded securities the most. They account for 30% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 27% of the firm’s portfolio. Investments in exchange traded securities form 24% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Wealth Quest Partners, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Jeanni Patricia Harrison serves?

The firm provides services to individuals, charitable organizations, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Jeanni Patricia Harrison is high net worth individuals with 35 clients and $55.28 million of assets under management. Among the 2 most similar advisory firms, Wealth Quest Partners has the highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $85.03 million for 110 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Wealth Quest Partners doesn't advise any private funds.

Careers at Wealth Quest Partners, Inc.

The company employs 4 people that are either part- or full-time employees. 75 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Jeanni Patricia Harrison has been acting as President since 1 Sep 2014. Jeffrey Platt has served as the Chief Investment Officer since 1 Sep 2014. Rene Paul Decharon joined the executive team most recently as the Chief Financial Officer/Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Jeanni Patricia Harrison	President/chief compliance officer	1 Sep 2014	25% - 50%	4708192
Rene Paul Decharon	Chief financial officer	1 Sep 2014	25% - 50%	2546809
Jeffrey Platt	Chief investment officer	1 Sep 2014	25% - 50%	2591205
Rene Paul Decharon	Chief financial officer/chief compliance officer	1 Mar 2016	25% - 50%	2546809

Based in San Diego

The principal office where Wealth Quest Partners, Inc. performs its advisory services is located at 9915 Mira Mesa Blvd., San Diego, CA 92131 7003, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 858-433-7002 or by fax 858-228-1760. The normal business hours are 9:00 am to 4:00 pm on Monday - Friday. You can find more information about the New York firm at hdcfp.com.