WEALTH QUARTERBACK LLC

1400 Hooper Ave
Toms River, New Jersey 08753
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 $288,076,283 assets under management, offering retirement planning & investment advisory services to 1740 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	$288,076,283
No. of Clients	1740
No. of Advisors	10

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (REFERRAL FEES)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	1740	$288,076,283
Individuals (other than high net worth individuals)	926	$200,179,177
High net worth individuals	48	$82,020,572
Pension and profit sharing plans	7	$5,855,725
Charitable organizations	Fewer than 5 clients	$20,809

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