Quaker Wealth Management LLC
Firm details
- Headquarters
- Moorestown, New Jersey
- CRD number
- 284546
- Registered since
- July 15, 2016
- Website
- quakerwm.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI77.29%
- Individuals22.42%
- Charitable Organizations0.27%
- Corporations / Businesses0.01%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Quaker Wealth Management LLC is an independent, SEC-registered registered investment adviser formed in 2016 and organized as an LLC under individual ownership. The firm serves both individual and family clients as well as institutional relationships, delivering financial planning, portfolio management for individuals and small businesses, and pension consulting. Its fee arrangements include percentage-of-assets and fixed-fee engagements. Quaker does not identify as an ESG-focused manager, and it reports that it is not a capital allocator in the sense of operating a dedicated private capital platform.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities65%
- Non-Investment Grade Corp Bonds20%
- Non-Exchange Traded Equities10%
- Cash & Cash Equivalents5%
Contacts
3 of 5
John Heisler
Financial PlannerCRD 4482190
Daniel Roccato
PresidentCRD 1616089
Timothy Miller
Financial AdvisorCRD 6458679
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 188Active vs passive
$307M in ETFs
83%
$254M
7%
$53.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $62.7M | 169,447 | 20.39% |
Location
Moorestown, NJ
Burlington
Location
Moorestown, NJ
Headquartered in Moorestown, NJ, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Burlington
- Address
- 70 E Main St
- Time zone
- ET (UTC-5)
- Office locations
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