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QUEST 10 WEALTH BUILDERS, INC.

FUQUAY-VARINA, NC · CRD 154092 · IAPD ↗ · completefinancialsolutions.org · 919-552-4286

$237.7MRegulatory AUM
8Advisory reps
8Employees
1Clients
1-10Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
May 2026 — QUEST 10 WEALTH BUILDERS, INC. notice-filed in PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
58
April 2026 — QUEST 10 WEALTH BUILDERS, INC. reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
60
April 2026 — QUEST 10 WEALTH BUILDERS, INC. reported RAUM up 27% ($187.7M -> $237.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
69
April 2026 — QUEST 10 WEALTH BUILDERS, INC. grew from 4 to 8 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
50
April 2025 — QUEST 10 WEALTH BUILDERS, INC. added office(s): 0 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
58
April 2024 — QUEST 10 WEALTH BUILDERS, INC. reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
60
April 2024 — QUEST 10 WEALTH BUILDERS, INC. reported RAUM up 30% ($120.8M -> $157.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.