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QUAKER WEALTH MANAGEMENT LLC
CRD 284546 · SEC 801-108126
70 EAST MAIN STREET, MOORESTOWN, NJ, 08057, United States
Phone
856-222-0110
Fax
856-222-0060
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$449.3M
Discretionary AUM
$449.3M
Team
7 total employees; 4 advisory reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 313 | $100.7M |
| High net worth individuals | 140 | $347.2M |
| Charitable organizations | 1 | $1.2M |
| Corporations/business entities | 1 | $60K |
States served
NJ, PA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD