| Name | Title | Ownership | Since |
|---|---|---|---|
| John Jacob Heisler Control | Member, Cco | 50-75% | 2020 |
| Peter Richard News Control | Member | 50-75% | 2020 |
Quaker Wealth Management LLC reports $365 million in regulatory assets under management on its Form ADV.
Quaker Wealth Management LLC reports 7 employees.
Quaker Wealth Management LLC is based in Moorestown, NJ and has been SEC-registered since 2016.
Quaker Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 70 East Main Street, Moorestown, NJ 08057 |
| Phone | 856-222-0110 |
| Fax | 856-222-0060 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| CIK | 1733472 |
| Discloses disciplinary history | No |
| Discretionary | $362.5M |
| Non-discretionary | $2.5M |
| Total (RAUM) | $365M |