{"url":"https://nivawealth.com/firms/quest-wealth-solutions-341599","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/341599","regulatoryAum":214553000,"crd":"341599","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"2771126","suffix":null,"lastName":"CHRISTMAN","firstName":"CHANLEY","middleName":"MATTHEW"},{"crd":"2888727","suffix":null,"lastName":"NEWMAN","firstName":"TONY","middleName":"RAY"}],"total":2,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"secFileNumber":"801-136016","legalName":"Quest Wealth Solutions, Inc.","displayName":"Quest Wealth Solutions","slug":"quest-wealth-solutions-341599","website":"https://questwealthsolutions.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/341599/9f11be009b2c63da-r1.webp","tone":"light","width":822,"height":200,"sourceUrl":"https://www.questwealthsolutions.com/","sourceLabel":"Quest Wealth Solutions, Inc., website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Ohio corporation","fiscalYearEnd":"December","headquarters":{"street":"720 Lexington Avenue","city":"Mansfield","state":"OH","stateName":"Ohio","country":"United States","postalCode":"44907"},"tradeNames":[],"registration":{"secApproved":"28 April 2026","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":597765.3631284917,"staff":{"employees":4,"advisory":2,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":214553000,"discretionary":214553000,"discretionaryAccounts":929,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":303,"regulatoryAum":89000000},{"label":"High-net-worth individuals","clients":55,"regulatoryAum":125000000},{"label":"Charitable organizations","clients":2,"regulatoryAum":543000},{"label":"Corporations and other businesses","clients":1,"regulatoryAum":10000}],"feePrograms":[],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T18:17:02.282258+00:00","documents":[{"name":"QUEST WEALTH SOLUTIONS, INC. DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055837","versionId":1055837,"submittedOn":"2026-08-24"}]},"custodians":[{"name":"Raymond James Financial Services, Inc.","shortName":"Raymond James","location":"St. Petersburg, FL","smaAssets":214553000}],"custodyNote":"Quest Wealth Solutions does not have custody of client assets.","leadership":[{"name":"Chanley Christman","title":"President","crd":"2771126"},{"name":"Tony Newman","title":"Vice President and Chief Compliance Officer","crd":"2888727"}],"ownership":[{"label":"Chanley Christman","detail":"President in the 50% to 75% ownership band and a control person, since March 2026."},{"label":"Tony Newman","detail":"Vice president and chief compliance officer in the 50% to 75% ownership band and a control person, since March 2026."}],"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Ohio","offices":1,"addresses":[{"street":"720 Lexington Avenue","city":"Mansfield","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"419-525-2525","stateRegisteredReps":2,"otherAdviserReps":0,"compensation":["A percentage of assets under management"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":60},{"label":"Investment grade corporate bonds","percent":2},{"label":"Securities issued by registered investment companies or business development companies","percent":38}],"privateFunds":0},"sources":{"adv1FilingDate":"24 August 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/341599/PDF/341599.pdf","brochureDate":"24 August 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055837","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Quest Wealth Solutions have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Quest Wealth Solutions offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Quest Wealth Solutions use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Quest Wealth Solutions have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Quest Wealth Solutions invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Quest Wealth Solutions?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Quest Wealth Solutions get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Quest Wealth Solutions registered with the SEC?","answer":"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","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Quest Wealth Solutions?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 24 August 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}