QUAKER WEALTH MANAGEMENT LLC

Overview

Quaker Wealth Management LLC is an independent registered investment adviser that runs a fee-based wealth management practice focused on individuals, families and smaller institutions. The firm uses a mix of percentage-of-AUM and fixed-fee billing and provides financial planning, portfolio management for individuals and small businesses, and pension consulting. Investment behavior as reflected in filings favors equity-centered portfolios implemented largely through exchange-traded vehicles and broad-market index exposure, with supplemental allocations to select alternative strategies. Portfolio construction shows a clear tilt toward liquid, low-cost instruments: ETFs account for the bulk of reported 13F assets, while direct stock positions are far smaller by dollar value. That positioning suggests the firm prioritizes diversification, trading efficiency, and ease of implementation at scale. Quaker Wealth Management is not identified as an active ESG investor and maintains its registered advisory status since 2016.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices