Wealth Quarterback LLC
● SEC registered since 2019CRD 282967SEC# 801-117034Toms River, NJ
Reg. AUM
$391.3M
Employees
11
Accounts
2,042
Location
Toms River, NJ
Wealth Quarterback LLC assets under management
Wealth Quarterback LLC is a registered investment adviser overseen by the SEC based in Toms River, NJ. The firm has been registered since 2019. It reports $391.3 million in regulatory assets under management and employs 11 people.
Wealth Quarterback LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Josh Adam Jalinski Control | President | Over 75% | 2016 |
| Thomas James Clancy Control | Chief Compliance Officer | Under 5% | 2019 |
Frequently asked questions
How much does Wealth Quarterback LLC manage?
Wealth Quarterback LLC reports $391.3 million in regulatory assets under management on its Form ADV.
How many employees does Wealth Quarterback LLC have?
Wealth Quarterback LLC reports 11 employees.
Where is Wealth Quarterback LLC located?
Wealth Quarterback LLC is based in Toms River, NJ and has been SEC-registered since 2019.
Does Wealth Quarterback LLC disclose fund performance?
Wealth Quarterback LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1400 Hooper Ave, Toms River, NJ 08753 |
| Phone | 732-965-8190 |
| Fax | 732-781-2949 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| CIK | 1803386 |
| Discloses disciplinary history | No |
Regulatory AUM
$391.3M▲ 18%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 54%
Larger than 46% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$391.3Mregulatory AUM
Discretionary $389.2MNon-discretionary $2.2M