RIA Intel›Advisers›Pennsylvania›SUNQUEST WEALTH MANAGEMENT, LLC

SUNQUEST WEALTH MANAGEMENT, LLC

Advisory

PA

Data as of Jan 14, 2026 · Source: SEC Form ADV

Rank in PA

#1,230

of 1,528 advisers by AUM

Average account

$481K

across 47 accounts

AUM per adviser

$23M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 14, 2026.

Total AUM

$23M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$23M

Discretionary AUM$23M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients47

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InPA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

47 clients

14 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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