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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 31, 2025
- Branch Offices
- 15
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Clancy, Thomas, James | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Clancy, Thomas, James | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Clancy, Thomas, James | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Clancy, Thomas, James | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Clancy, Thomas, James | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Clancy, Thomas, James | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Clancy, Thomas, James | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Clancy, Thomas, James | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Clancy, Thomas, James | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Clancy, Thomas, James | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Clancy, Thomas, James | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Clancy, Thomas, James | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Clancy, Thomas, James | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Clancy, Thomas, James | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Clancy, Thomas, James | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JALINSKI, JOSH, ADAM | I | PRESIDENT | E | Control |
| JALINSKI, JOSH, ADAM | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| JALINSKI, JOSH, ADAM | I | PRESIDENT | E | Control |
| JALINSKI, JOSH, ADAM | I | PRESIDENT | E | Control |
| JALINSKI, JOSH, ADAM | I | PRESIDENT | E | Control |
| JALINSKI, JOSH, ADAM | I | PRESIDENT | E | Control |
| JALINSKI, JOSH, ADAM | I | PRESIDENT | E | Control |
| JALINSKI, JOSH, ADAM | I | PRESIDENT | E | Control |
| JALINSKI, JOSH, ADAM | I | PRESIDENT | E | Control |
| JALINSKI, JOSH, ADAM | I | PRESIDENT | E | Control |
| JALINSKI, JOSH, ADAM | I | PRESIDENT | E | Control |
| JALINSKI, JOSH, ADAM | I | PRESIDENT | E | Control |
| JALINSKI, JOSH, ADAM | I | PRESIDENT | E | Control |
| JALINSKI, JOSH, ADAM | I | PRESIDENT | E | Control |
| JALINSKI, JOSH, ADAM | I | PRESIDENT | E | Control |
| JALINSKI, JOSH, ADAM | I | PRESIDENT | E | Control |
Registrations
Federal
IA
Mar 31, 2025 REGISTERED
Notice Filings (15)
CO CT DE FL MA MO MT NC NH NJ NY PA SC TX VA
Address
1400 HOOPER AVETOMS RIVER, NJ 08753
United States
Phone: 732-965-8190