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WEALTH QUARTERBACK LLC

1400 Hooper Ave
Toms River, New Jersey 08753
Tel: 732-965-8190

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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 StatusApproved
Firm CRD#282967
SEC#801-117034
Assets Managed by Firm$288,076,283
No. of Clients1740
No. of Advisors10

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 ClientsAUM
Firm Total1740$288,076,283
Individuals (other than high net worth individuals)926$200,179,177
High net worth individuals48$82,020,572
Pension and profit sharing plans7$5,855,725
Charitable organizationsFewer than 5 clients$20,809

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