QUAKER WEALTH MANAGEMENT LLC
CRD #284546 SEC #801-108126 MOORESTOWN, NJ 856-222-0110
SEC Registered
Total AUM
$365M
Discretionary
$362.5M
Employees
7
Clients
101
Accounts
1,300
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $365M | $362.5M | $2.5M | 7 | 0 |
| Mar 2024 | $326.3M | $324M | $2.3M | 8 | 0 |
| Oct 2023 | $299.2M | $296.1M | $3M | 8 | 0 |
| Mar 2023 | $299.2M | $296.1M | $3M | 8 | 0 |
| May 2022 | $321M | $318.4M | $2.6M | 8 | 350 |
| Mar 2022 | $321M | $321M | $0 | 8 | 350 |
| Sep 2021 | $293.4M | $290.8M | $2.6M | 7 | 0 |
| Apr 2021 | $293.4M | $290.8M | $2.6M | 7 | 0 |
| Mar 2021 | $293.4M | $290.8M | $2.6M | 7 | 0 |
| Jun 2020 | $258.2M | $258.2M | $0 | 6 | 0 |
| Mar 2020 | $258.2M | $258.2M | $0 | 6 | 0 |
| Jan 2020 | $197.6M | $197.6M | $0 | 7 | 0 |
| Oct 2019 | $197.6M | $197.6M | $0 | 7 | 0 |
| Mar 2019 | $197.6M | $197.6M | $0 | 7 | 0 |
| Jun 2018 | $114.9M | $114.9M | $0 | 5 | 0 |
| Mar 2018 | $114.9M | $114.9M | $0 | 5 | 0 |
| Dec 2017 | $101.8M | $101.8M | $0 | 6 | 0 |
| Mar 2017 | $101.8M | $101.8M | $0 | 6 | 171 |
| Feb 2017 | $100.3M | $100.3M | $0 | 6 | 0 |
| Jan 2017 | $0 | $0 | $0 | 6 | 0 |
| Oct 2016 | $0 | $0 | $0 | 6 | 0 |
| Jul 2016 | $0 | $0 | $0 | 6 | 0 |
| Jul 2016 | $0 | $0 | $0 | 6 | 0 |
DateMar 2025
Total AUM$365M
Discretionary$362.5M
Non-Disc.$2.5M
Employees7
Clients0
DateMar 2024
Total AUM$326.3M
Discretionary$324M
Non-Disc.$2.3M
Employees8
Clients0
DateOct 2023
Total AUM$299.2M
Discretionary$296.1M
Non-Disc.$3M
Employees8
Clients0
DateMar 2023
Total AUM$299.2M
Discretionary$296.1M
Non-Disc.$3M
Employees8
Clients0
DateMay 2022
Total AUM$321M
Discretionary$318.4M
Non-Disc.$2.6M
Employees8
Clients350
DateMar 2022
Total AUM$321M
Discretionary$321M
Non-Disc.$0
Employees8
Clients350
DateSep 2021
Total AUM$293.4M
Discretionary$290.8M
Non-Disc.$2.6M
Employees7
Clients0
DateApr 2021
Total AUM$293.4M
Discretionary$290.8M
Non-Disc.$2.6M
Employees7
Clients0
DateMar 2021
Total AUM$293.4M
Discretionary$290.8M
Non-Disc.$2.6M
Employees7
Clients0
DateJun 2020
Total AUM$258.2M
Discretionary$258.2M
Non-Disc.$0
Employees6
Clients0
DateMar 2020
Total AUM$258.2M
Discretionary$258.2M
Non-Disc.$0
Employees6
Clients0
DateJan 2020
Total AUM$197.6M
Discretionary$197.6M
Non-Disc.$0
Employees7
Clients0
DateOct 2019
Total AUM$197.6M
Discretionary$197.6M
Non-Disc.$0
Employees7
Clients0
DateMar 2019
Total AUM$197.6M
Discretionary$197.6M
Non-Disc.$0
Employees7
Clients0
DateJun 2018
Total AUM$114.9M
Discretionary$114.9M
Non-Disc.$0
Employees5
Clients0
DateMar 2018
Total AUM$114.9M
Discretionary$114.9M
Non-Disc.$0
Employees5
Clients0
DateDec 2017
Total AUM$101.8M
Discretionary$101.8M
Non-Disc.$0
Employees6
Clients0
DateMar 2017
Total AUM$101.8M
Discretionary$101.8M
Non-Disc.$0
Employees6
Clients171
DateFeb 2017
Total AUM$100.3M
Discretionary$100.3M
Non-Disc.$0
Employees6
Clients0
DateJan 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateOct 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateJul 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateJul 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0