Wealth Quarterback LLC
Wealth Quarterback LLC is an SEC-registered mass-market adviser in Toms River, NJ with $391.3M assets under management (AUM, regulatory AUM), +18% over one year. See who owns Wealth Quarterback LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 282967, SEC 801-117034, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $391.3M (2026-03-30)
- Firm type
- Mass-Market Adviser
- Location
- Toms River, NJ
- Employees
- 11
- Clients
- 1,117
- CRD
- 282967
- Ownership
- JALINSKI, JOSH, ADAM; Clancy, Thomas, James
How much AUM does Wealth Quarterback LLC have?
Wealth Quarterback LLC reported $391.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Wealth Quarterback LLC?
Disclosed owners and executives of Wealth Quarterback LLC include JALINSKI, JOSH, ADAM, Clancy, Thomas, James. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.