1400 Hooper Ave
Toms River, New Jersey 08753
Tel: 732-965-8190
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.
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 |
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 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$1,014,741,753,029 | 1021 | 1705 | |
$702,387,082,915 | 1093486 | 12701 | |
$691,908,159,462 | 1840565 | 61 | |
$499,516,358,508 | 637 | 925 | |
$458,191,510,749 | 46332 | 1483 |
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