RIA Intel›Advisers›New Jersey›WEALTH QUARTERBACK LLC

WEALTH QUARTERBACK LLC

Advisory

N·TOMS RIVER, NJ

Data as of Mar 30, 2026 · Source: SEC Form ADV

Total AUM

$391M

1-Year AUM Growth

+15.2%

3-Year CAGR

+8.2%

Employees

5

Assets Under Management

Total AUM$391M

Discretionary AUM$389M

Non-Discretionary AUM$2M

Discretionary %99.4%

Total Clients1,038

Team

Total Employees5

Investment Advisers11

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record16

First FilingJun 25, 2019

Latest FilingMar 30, 2026

🔒 Full AUM trend chart and 16 historical filings spanning 7+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on WEALTH QUARTERBACK LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.