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Wealth Quarterback LLC

● SEC registered since 2019CRD 282967SEC# 801-117034Toms River, NJ
Export (members)
Reg. AUM
$331.8M
Employees
10
Accounts
1,678
Location
Toms River, NJ

Wealth Quarterback LLC assets under management

Wealth Quarterback LLC is a registered investment adviser overseen by the SEC based in Toms River, NJ. The firm has been registered since 2019. It reports $331.8 million in regulatory assets under management and employs 10 people.
www.facebook.com/howard.bernheim.9View on SEC.gov ↗

Wealth Quarterback LLC owners & executives

2 reported
NameTitleOwnershipSince
Josh Adam Jalinski ControlPresidentOver 75%2016
Thomas James Clancy ControlChief Compliance OfficerUnder 5%2019

Frequently asked questions

How much does Wealth Quarterback LLC manage?

Wealth Quarterback LLC reports $331.8 million in regulatory assets under management on its Form ADV.

How many employees does Wealth Quarterback LLC have?

Wealth Quarterback LLC reports 10 employees.

Where is Wealth Quarterback LLC located?

Wealth Quarterback LLC is based in Toms River, NJ and has been SEC-registered since 2019.

Does Wealth Quarterback LLC disclose fund performance?

Wealth Quarterback LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1400 Hooper Ave, Toms River, NJ 08753
Phone732-965-8190
Fax732-781-2949
Office hours9:00 a.m. - 5:00 p.m.
SEC regionNew York Regional Office (NYRO)
CIK1803386
Discloses disciplinary historyNo

Assets under management

Discretionary$329.3M
Non-discretionary$2.6M
Total (RAUM)$331.8M