Wealth Quarterback LLC
Firm details
- Headquarters
- Toms River, New Jersey
- CRD number
- 282967
- Registered since
- July 25, 2019
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI56.74%
- Individuals42.21%
- Pension & Profit Sharing Plans1.05%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Wealth Quarterback LLC is an independent, individually owned registered investment adviser that began SEC registration in 2019. The firm acts as a capital allocator for both individual/family and institutional clients, and its advisory menu includes financial planning, portfolio management for individuals and small businesses, manager selection, pension consulting services, and public educational seminars or workshops. Its fee arrangements are flexible, incorporating percentage-of-AUM billing alongside hourly and fixed-fee engagements and other fee structures. The firm does not self-identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities76%
- US Government Bonds11%
- Cash & Cash Equivalents9%
- Non-Exchange Traded Equities1%
- State & Local Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 72Active vs passive
$229M in ETFs
78%
$178M
14%
$51.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $44.8M | 58,531 | 19.59% |
Location
Toms River, NJ
Ocean
Location
Toms River, NJ
Headquartered in Toms River, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Ocean
- Address
- 1400 Hooper Ave
- Time zone
- ET (UTC-5)
- Office locations
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