Quaker Wealth Management LLC
● SEC registered since 2016CRD 284546SEC# 801-108126Moorestown, NJ
Reg. AUM
$449.3M
Employees
7
Accounts
1,295
Location
Moorestown, NJ
Quaker Wealth Management LLC assets under management
Quaker Wealth Management LLC operates as an SEC-registered investment adviser based in Moorestown, NJ. The firm has been registered since 2016. It reports $449.3 million in regulatory assets under management and employs 7 people.
Quaker Wealth Management LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| John Jacob Heisler Control | Member, Cco | 50-75% | 2020 |
| Peter Richard News Control | Member | 50-75% | 2020 |
Frequently asked questions
How much does Quaker Wealth Management LLC manage?
Quaker Wealth Management LLC reports $449.3 million in regulatory assets under management on its Form ADV.
How many employees does Quaker Wealth Management LLC have?
Quaker Wealth Management LLC reports 7 employees.
Where is Quaker Wealth Management LLC located?
Quaker Wealth Management LLC is based in Moorestown, NJ and has been SEC-registered since 2016.
Does Quaker Wealth Management LLC disclose fund performance?
Quaker Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 70 East Main Street, Moorestown, NJ 08057 |
| Phone | 856-222-0110 |
| Fax | 856-222-0060 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| CIK | 1733472 |
| Discloses disciplinary history | No |
Regulatory AUM
$449.3M▲ 23%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 51%
Larger than 49% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$449.3Mregulatory AUM
Discretionary $449.3M