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WEALTH QUARTERBACK LLC
CRD 282967 · SEC 801-117034
1400 HOOPER AVE, TOMS RIVER, NJ, 08753, United States
Phone
732-965-8190
Fax
732-781-2949
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$391.3M
Discretionary AUM
$389.2M
Team
11 total employees; 5 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; REFERRAL FEES
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 908 | $165.2M |
| High net worth individuals | 203 | $222.0M |
| Pension/profit sharing plans | 6 | $4.1M |
States served
CO, DE, MA, MT, NJ, NY, NC, PA, SC, VA, MO, TX, NH, CT, FL
All web addresses on file
- https://www.facebook.com/howard.bernheim.9
- https://x.com/BernheimHoward
- https://www.linkedin.com/in/joannmugavero/
- https://www.thefinancialquarterback.us/
- http://www.jalinski.com
- https://www.facebook.com/thefinancialquarterback
- https://x.com/yourfinancialqb
- https://www.retirementrealitycheck.com
- https://www.youtube.com/c/JoshJalinskiTheFinancialQuarterback
- https://www.twitch.tv/thefinancialquarterback
- https://www.tiktok.com/@thefinancialquarterback?lang=en
- https://www.linkedin.com/in/christopher-meyer-232181236/
- https://www.linkedin.com/in/paul-murphy-cfp-cfa-73377b27/
- https://www.instagram.com/thefinancialquarterback/
- https://www.linkedin.com/in/the-financial-quarterback%C2%AE-8a79824/
- https://www.linkedin.com/in/thomas-clancy-9b859a9/
- https://www.facebook.com/financialquarterback
- https://www.linkedin.com/in/howardbernheim/
Official SEC filing: View on IAPD