VIAQUEST ADVISORS LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $174.4M |
| Discretionary | $169.5M97% of AUM |
| Non-Discretionary | $5.0M |
| Client Accounts | 559 |
| Avg Account Size | $312K |
| Employees | 5 |
| Peak AUM | $174.4MMar 2026 |
| AUM CAGR | +18.7% /yrover 1 yrs · 5 filings |
AUM by Client Type
Total AUM
$174M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $174M | +25.6% | — | — | — |
| Discretionary AUM | $169M | +25.5% | |||
Key Metrics
| Total AUM | $174.4M |
| Discretionary | $169.5M |
| Employees | 5 |
| Client Accounts | 559 |
| Client Range | 51-100 |
Contact & Location
Address
17225 EL CAMINO REAL
HOUSTON TX 77058
Phone
281-335-7609
Filing History
5 ADV Part 1 submissions
Fee Structure
% of AUMHourly
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Adviser Selection
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$169M
97.1% of AUM
Non-Discretionary
$5M
2.9% of AUM
Disc. mix ▼ 0.1pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported