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VIAQUEST ADVISORS LLC
CRD 333842 · SEC 801-131568
17225 EL CAMINO REAL, SUITE 250, HOUSTON, TX, 77058, United States
Phone
281-335-7609
Fax
281-282-9677
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$174.4M
Discretionary AUM
$169.5M
Team
5 total employees; 3 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 234 | $67.9M |
| High net worth individuals | 58 | $106.6M |
States served
TX
All web addresses on file
Official SEC filing: View on IAPD