Overview
Assets Under Management: $332 million
Headquarters: TOMS RIVER, NJ
High-Net-Worth Clients: 172
Average Client Assets: $990,352
Frequently Asked Questions
WEALTH QUARTERBACK LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #282967), WEALTH QUARTERBACK LLC is subject to fiduciary duty under federal law.
WEALTH QUARTERBACK LLC is headquartered in TOMS RIVER, NJ.
WEALTH QUARTERBACK LLC serves 172 high-net-worth clients according to their SEC filing dated March 31, 2025. View client details ↓
According to their SEC Form ADV, WEALTH QUARTERBACK LLC offers financial planning, portfolio management for individuals, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
WEALTH QUARTERBACK LLC manages $332 million in client assets according to their SEC filing dated March 31, 2025.
According to their SEC Form ADV, WEALTH QUARTERBACK LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 172
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 51.33
Average High-Net-Worth Client Assets: $990,352
Total Client Accounts: 1,678
Discretionary Accounts: 1,652
Non-Discretionary Accounts: 26
Regulatory Filings
CRD Number: 282967
Filing ID: 1966522
Last Filing Date: 2025-03-31 16:07:00
Website: https://jalinski.com