Wealth Quarterback LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Toms River, NJ. Its latest Form ADV filing, dated March 30, 2026, reports $391M in regulatory assets under management, 11 employees, 14 offices, and 2,042 accounts.
Top client segmentIndividuals represent 81.3% of total clients.
Top client categories% of clientsClients
1
Individuals
81.3%
908
2
HNWI
18.2%
203
3
Pension Plans
0.5%
6
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$391Mas of March 30, 2026
Discretionary99.4%
$389M
99% of total RAUM99.4%
Non-discretionary0.6%
$2M
1% of total RAUM0.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$391M
Total Accounts2,042
10Y AUM Change+$253M (+182.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee102:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.