WEALTH QUARTERBACK LLC
CRD #282967 SEC #801-117034 TOMS RIVER, NJ 732-965-8190
SEC Registered
Total AUM
$331.8M
Discretionary
$329.3M
Employees
10
Clients
10
Accounts
1,678
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $331.8M | $329.3M | $2.6M | 10 | 0 |
| Mar 2024 | $288.1M | $284M | $4.1M | 10 | 0 |
| Mar 2023 | $237.3M | $233.6M | $3.8M | 10 | 0 |
| May 2022 | $261.8M | $261.2M | $562.9K | 10 | 0 |
| Apr 2022 | $261.8M | $261.2M | $562.9K | 10 | 0 |
| Apr 2022 | $261.8M | $261.2M | $562.9K | 10 | 0 |
| Apr 2022 | $261.8M | $261.2M | $562.9K | 10 | 0 |
| Mar 2022 | $261.8M | $261.2M | $562.9K | 10 | 0 |
| Oct 2021 | $207.1M | $207.1M | $0 | 12 | 0 |
| Oct 2021 | $207.1M | $207.1M | $0 | 12 | 0 |
| Apr 2021 | $207.1M | $207.1M | $0 | 12 | 0 |
| Apr 2021 | $207.1M | $207.1M | $0 | 12 | 0 |
| Jun 2020 | $161.1M | $161.1M | $0 | 11 | 1 |
| May 2020 | $161.1M | $161.1M | $0 | 11 | 1 |
| Dec 2019 | $138.5M | $138.5M | $0 | 11 | 2 |
| Jun 2019 | $138.5M | $138.5M | $0 | 11 | 2 |
DateMar 2025
Total AUM$331.8M
Discretionary$329.3M
Non-Disc.$2.6M
Employees10
Clients0
DateMar 2024
Total AUM$288.1M
Discretionary$284M
Non-Disc.$4.1M
Employees10
Clients0
DateMar 2023
Total AUM$237.3M
Discretionary$233.6M
Non-Disc.$3.8M
Employees10
Clients0
DateMay 2022
Total AUM$261.8M
Discretionary$261.2M
Non-Disc.$562.9K
Employees10
Clients0
DateApr 2022
Total AUM$261.8M
Discretionary$261.2M
Non-Disc.$562.9K
Employees10
Clients0
DateApr 2022
Total AUM$261.8M
Discretionary$261.2M
Non-Disc.$562.9K
Employees10
Clients0
DateApr 2022
Total AUM$261.8M
Discretionary$261.2M
Non-Disc.$562.9K
Employees10
Clients0
DateMar 2022
Total AUM$261.8M
Discretionary$261.2M
Non-Disc.$562.9K
Employees10
Clients0
DateOct 2021
Total AUM$207.1M
Discretionary$207.1M
Non-Disc.$0
Employees12
Clients0
DateOct 2021
Total AUM$207.1M
Discretionary$207.1M
Non-Disc.$0
Employees12
Clients0
DateApr 2021
Total AUM$207.1M
Discretionary$207.1M
Non-Disc.$0
Employees12
Clients0
DateApr 2021
Total AUM$207.1M
Discretionary$207.1M
Non-Disc.$0
Employees12
Clients0
DateJun 2020
Total AUM$161.1M
Discretionary$161.1M
Non-Disc.$0
Employees11
Clients1
DateMay 2020
Total AUM$161.1M
Discretionary$161.1M
Non-Disc.$0
Employees11
Clients1
DateDec 2019
Total AUM$138.5M
Discretionary$138.5M
Non-Disc.$0
Employees11
Clients2
DateJun 2019
Total AUM$138.5M
Discretionary$138.5M
Non-Disc.$0
Employees11
Clients2