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QUEST WEALTH SOLUTIONS, INC.

MANSFIELD, OH · CRD 341599 · IAPD ↗ · questwealthsolutions.com · 419-525-2525

$214.6MRegulatory AUM
2Advisory reps
4Employees
0Clients
0Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
September 2026 — QUEST WEALTH SOLUTIONS, INC.'s provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
42
July 2026 — QUEST WEALTH SOLUTIONS, INC. notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
May 2026 — QUEST WEALTH SOLUTIONS, INC. (MANSFIELD, OH) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 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.