← Tributary

QUESTMONT VIRTUAL FAMILY OFFICE, LLC

TAMPA, FL · CRD 335307 · IAPD ↗ · questmont.com · 813-212-1701

$435.6MRegulatory AUM
4Advisory reps
9Employees
0Clients
51-100Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
June 2026 — QUESTMONT VIRTUAL FAMILY OFFICE, LLC (TAMPA, FL) left the SEC roster (was $435.6M RAUM, 4 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
66
April 2026 — QUESTMONT VIRTUAL FAMILY OFFICE, LLC reported RAUM up 40% ($310.5M -> $435.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
August 2025 — QUESTMONT VIRTUAL FAMILY OFFICE, LLC reports 51-100 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
95
April 2025 — QUESTMONT VIRTUAL FAMILY OFFICE, LLC (TAMPA, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 4 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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