Quest Wealth Solutions provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
Quest Wealth Solutions reports 361 clients. They include 303 individual clients, 55 high-net-worth individuals and 2 charitable organizations. Of its assets, 100.0% ($215M across 929 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 84% | 41% |
| High-net-worth individuals | 15% | 58% |
| Charitable organizations | <1% | <1% |
| Corporations and other businesses | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 303 | $89M | 41.5% | $294K |
| High-net-worth individuals | 55 | $125M | 58.3% | $2.27M |
| Charitable organizations | 2 | $543K | 0.3% | $272K |
| Corporations and other businesses | 1 | $10K | 0.0% | $10K |
| Total | 361 | $215M | 100% | $594K |
- Clients
- 303
- Regulatory AUM
- $89M
- AUM share
- 41.5%
- Avg. per client
- $294K
- Clients
- 55
- Regulatory AUM
- $125M
- AUM share
- 58.3%
- Avg. per client
- $2.27M
- Clients
- 2
- Regulatory AUM
- $543K
- AUM share
- 0.3%
- Avg. per client
- $272K
- Clients
- 1
- Regulatory AUM
- $10K
- AUM share
- 0.0%
- Avg. per client
- $10K
Total
- Clients
- 361
- Regulatory AUM
- $215M
- AUM share
- 100%
- Avg. per client
- $594K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Quest Wealth Solutions is paid through a percentage of assets under management. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure.
Chanley Christman owns 50% to 75% of Quest Wealth Solutions. The leadership team of Quest Wealth Solutions includes President Chanley Christman and Chief Compliance Officer Tony Newman. It has 4 employees, 2 of them in advisory roles.
Leadership
Chanley ChristmanPresident
Tony NewmanVice President and Chief Compliance Officer
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
Staff
- 4 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 50% to 75% of Quest Wealth Solutions, Inc.
Chanley Christman
Control person · since March 2026
- Owns 50% to 75% of Quest Wealth Solutions, Inc.
Tony Newman
Control person · since March 2026
Besides its headquarters, Quest Wealth Solutions has 0 offices, with 1 listed address in Ohio.
Ohio · 1 listed address
- 720 Lexington Avenue, MansfieldHQ
Contact and registration details
- Legal name
- Quest Wealth Solutions, Inc.
- Headquarters
- 720 Lexington Avenue, Mansfield, OH 44907
- Website
- questwealthsolutions.com
- Phone
- 419-525-2525
- SEC file
- 801-136016
- Structure
- Ohio corporation
- Fiscal year end
- December
Quest Wealth Solutions uses Raymond James ($215M) as custodian for its separately managed accounts. Quest Wealth Solutions does not have custody of client assets.
- Raymond JamesRaymond James Financial Services, Inc. · St. Petersburg, FL · $215M100%
At year end, Quest Wealth Solutions’ separately managed accounts were mostly in stocks (60%) and funds (38%).
What the accounts hold
- Stocks60%
- Funds38%
- Bonds2%
How many clients does Quest Wealth Solutions have?
Quest Wealth Solutions has 361 clients and manages $215 million for them, as of August 2026. They include 303 individual clients, 55 high-net-worth individuals and 2 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 24 August 2026
What services does Quest Wealth Solutions offer?
Quest Wealth Solutions provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Quest Wealth Solutions use?
Quest Wealth Solutions’ separately managed account assets are held at Raymond James Financial Services, Inc. (St. Petersburg, FL), with $215M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 August 2026
How many financial advisors does Quest Wealth Solutions have?
Quest Wealth Solutions has 2 investment adviser representatives registered with state securities authorities, out of 4 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Quest Wealth Solutions invest in?
At the end of its last fiscal year, Quest Wealth Solutions’ separately managed accounts held 60% exchange-traded equities, 38% registered funds (mutual funds, ETFs, BDCs) and 2% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Quest Wealth Solutions?
Quest Wealth Solutions’ direct owners are Chanley Christman (50% to 75%) and Tony Newman (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 24 August 2026
How does Quest Wealth Solutions get paid?
Quest Wealth Solutions is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Quest Wealth Solutions registered with the SEC?
Yes, Quest Wealth Solutions has been registered with the SEC as an investment adviser since 28 April 2026. Its CRD number is 341599 and its SEC file number is 801-136016.
Source: Form ADV Part 1A, Item 1, filed 24 August 2026; IAPD firm record
How do I contact Quest Wealth Solutions?
Quest Wealth Solutions’ main office is at 720 Lexington Avenue, Mansfield, OH 44907. Its phone number is 419-525-2525. Its website is questwealthsolutions.com.