RIA Intel›Advisers›Florida›QUESTMONT VIRTUAL FAMILY OFFICE, LLC

QUESTMONT VIRTUAL FAMILY OFFICE, LLC

Advisory

TAMPA, FL

Data as of Mar 31, 2026 · Source: SEC Form ADV

Total AUM

$436M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$436M

Discretionary AUM$389M

Non-Discretionary AUM$47M

Discretionary %89.3%

Total Clients135

Team

Total Employees4

Investment Advisers9

Employee Growth (1Y)—

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on QUESTMONT VIRTUAL FAMILY OFFICE, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.