Quaker Wealth Management LLC
Quaker Wealth Management LLC is an SEC-registered mass-market adviser in Moorestown, NJ with $449.3M assets under management (AUM, regulatory AUM), +23% over one year. See who owns Quaker Wealth Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 284546, SEC 801-108126, data through 2026-03-10.
- AUM (assets under management / regulatory AUM)
- $449.3M (2026-03-10)
- Firm type
- Mass-Market Adviser
- Location
- Moorestown, NJ
- Employees
- 7
- Clients
- 455
- CRD
- 284546
- Ownership
- HEISLER, JOHN, JACOB; NEWS, PETER, RICHARD; ROCCATO, DANIEL, RICHARD; GREGG, JOHN, ROBERT
How much AUM does Quaker Wealth Management LLC have?
Quaker Wealth Management LLC reported $449.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-10).
Who owns Quaker Wealth Management LLC?
Disclosed owners and executives of Quaker Wealth Management LLC include HEISLER, JOHN, JACOB, NEWS, PETER, RICHARD, ROCCATO, DANIEL, RICHARD, GREGG, JOHN, ROBERT. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.