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WEALTH QUARTERBACK LLC
1400 Hooper Ave
Toms River, New Jersey 8753
Tel: 732-965-8190
About WEALTH QUARTERBACK LLC
WEALTH QUARTERBACK LLC, formally registered with the SEC as WEALTH QUARTERBACK LLC. The firm was established in 07/25/2019. They have over 18 offices throughout the country.
WEALTH QUARTERBACK LLC is a Toms River, New Jersey based Financial Planning firm with nearly $237,319,617 assets under management, offering retirement planning & investment advisory services to 1644 clients. The firm is staffed with 10 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 282967 |
| SEC# | 801-117034 |
| Assets Managed by Firm | $237,319,617 |
| No. of Clients | 1644 |
| No. of Advisors | 10 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
- Other(REFERRAL FEES)
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
- Educational Seminars/ Workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1644 | $237,319,617 |
| Individuals (other than high net worth individuals) | 905 | $147,729,919 |
| High net worth individuals | 80 | $85,994,857 |
| Pension and profit sharing plans | 5 | $3,564,890 |
| Charitable organizations | Fewer than 5 clients | $29,951 |
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