Wealthquest Email Formats
Financial Services • 
Sharonville, Ohio, United States • 21-50 Employees
Wealthquest Email Formats
Wealthquest uses 4 email formats. The most common is {first initial}{last name} (e.g., jdoe@wqcorp.com), used 71.4% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@wqcorp.com | 71.4% |
{first name}{last name} | johndoe@wqcorp.com | 11.9% |
{first initial} | j@wqcorp.com | 9.5% |
{last name}{last name} | doedoe@wqcorp.com | 7.1% |
Key Contacts at Wealthquest
Luke Leong
Director Of Investments
Megan Hammann
Director Of Financial Planning
Elizabeth Buhr
Director Of Client Services
Wade Daniel
Chief Executive Officer
Company overview
| Headquarters | 50 E-Business Way, Cincinnati, OH 45241, US |
| Phone number | +16035813580 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Tax Planning, College Planning, Retirement Planning, Financial Planning, Estate Planning, Investment Management, Long-Term Care, Insurance Evaluation |
| Founded | 2006 |
| Employees | 21-50 |
| Socials |
About Wealthquest
Everybody wants help managing their finances. That's why successful and busy people like you seek experts when facing the new and unexpected. You reach out to people like your attorney, financial planner, and accountant, hoping they can point you in the right direction. But the wealth management industry is broken. While each person may counsel you with expertise, every piece of advice leads down a different path. You end up left in the middle trying to coordinate all of the moving parts and making a decision on something you've never experienced before. Sound overwhelming? That's because it is. One Team. One Plan. One Simple Fee. Discover a new approach to coordinated wealth management where your investments, tax preparation, and estate planning services are offered by one team of professionals, all under one roof, for one simple fee. For informational purposes only. Past performance is not indicative of future results. Investing involves risk, including the possibility of loss of principal. Wealthquest Corporation (“Wealthquest”) is an SEC-registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. The ideas expressed do not constitute legal, tax, or investment advice or a recommendation of any particular strategy. Before investment decisions, seek expert, professional advice and obtain information regarding the legal, fiscal, regulatory, and foreign currency requirements for any investment according to the laws of your home country and place of residence. Any forward-looking statements are based on assumptions, and results may vary. Information presented from third parties is believed to be reliable, but no warranty is provided. Wealthquest is not required to update information presented unless otherwise required by applicable law. For more information, including our Form ADV Part 2A Brochure, visit https://adviserinfo.sec.gov/firm/summary/141473 or contact us at 513-530-9700.
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Wealthquest has 22 employees across 4 departments.
Departments
Number of employees
Funding Data
Wealthquest has never raised funding before.
Wealthquest Tech Stack
Discover the technologies and tools that power Wealthquest's digital infrastructure, from frameworks to analytics platforms.
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