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, individual-owned registered investment adviser that began SEC registration in 2016. The firm serves both high-net-worth individuals and families as well as institutional clients, delivering financial planning, portfolio management for individuals and small businesses, and pension consulting. Its fee model combines a percentage-of-assets approach with fixed-fee engagements. Quaker does not identify as an active ESG investor and is not structured as a capital allocator; instead it implements and manages client allocations across liquid public markets and selected third-party alternative managers.
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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 186Active vs passive
$304M in ETFs
82%
$250M
8%
$54.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD MORNINGSTAR TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $66.3M | 177,048 | 21.82% |
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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