Quest Wealth Management Incorporated
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Quest Wealth Management Incorporated is registered as an investment manager that provides ongoing discretionary and non-discretionary portfolio management for institutional and pooled accounts, while its brochure also lists a wide range of potential client types (individuals, pension and profit-sharing plans, trusts, estates, charities and business entities); the firm reported no assets under management as of the brochure date. It delivers customary asset-management services such as client profiling, asset allocation, periodic reviews and regular portfolio monitoring.
The firm’s investment process combines fundamental, technical and cyclical analysis to construct client profiles and align portfolios with stated goals and risk tolerance. Strategies emphasize long-term trading, use of primarily no‑load mutual funds, and options writing (including covered, uncovered and spreading strategies), with the brochure noting the material loss risks associated with options activity.
Noteworthy for a manager of its type, the firm’s president maintains an affiliated insurance practice and the brochure discloses that roughly 30–40% of his time is devoted to selling insurance products for which he receives commissions, a relationship the firm identifies as a potential conflict of interest. The brochure also discloses receipt of soft‑dollar research benefits from broker-dealers, and states these outside activities and economic benefits are disclosed to clients and mitigated by the firm’s fiduciary obligations.
Client services
Expertise
Fee options
$1 - $250,000: 2.00% annually $250,001 - $750,000: 1.50% annually Above $750,000+: 1.00% annually
Fee-only: Fee-based investment management; no commissions on securities sales by the firm
Main office
Westchester IL
Advisors at this office
1
Most active in
Illinois
Also doing business as
Quest Wealth Management Inc. · Quest Wealth Management Incorporated
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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