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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New Jersey
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 15, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ROCCATO, DANIEL, RICHARD | I | MANAGING MEMBER/CCO | E | Control |
| ROCCATO, DANIEL, RICHARD | I | MANAGING MEMBER/CCO | E | Control |
| ROCCATO, DANIEL, RICHARD | I | MANAGING MEMBER/CCO | E | Control |
| ROCCATO, DANIEL, RICHARD | I | MANAGING MEMBER/CCO | E | Control |
| ROCCATO, DANIEL, RICHARD | I | MANAGING MEMBER/CCO | E | Control |
| ROCCATO, DANIEL, RICHARD | I | MANAGING MEMBER/CCO | E | Control |
| ROCCATO, DANIEL, RICHARD | I | MANAGING MEMBER/CCO | E | Control |
| ROCCATO, DANIEL, RICHARD | I | MANAGING MEMBER/CCO | E | Control |
| ROCCATO, DANIEL, RICHARD | I | MANAGING MEMBER/CCO | E | Control |
| ROCCATO, DANIEL, RICHARD | I | MANAGING MEMBER/CCO | E | Control |
| ROCCATO, DANIEL, RICHARD | I | MANAGING MEMBER/CCO | E | Control |
| HEISLER, JOHN, JACOB | I | MEMBER, CCO | D | Control |
| HEISLER, JOHN, JACOB | I | MEMBER, CCO | D | Control |
| HEISLER, JOHN, JACOB | I | MEMBER, CCO | D | Control |
| HEISLER, JOHN, JACOB | I | MEMBER, CCO | D | Control |
| HEISLER, JOHN, JACOB | I | MEMBER, CCO | D | Control |
| HEISLER, JOHN, JACOB | I | MEMBER, CCO | D | Control |
| HEISLER, JOHN, JACOB | I | MEMBER, CCO | D | Control |
| HEISLER, JOHN, JACOB | I | MEMBER, CCO | D | Control |
| HEISLER, JOHN, JACOB | I | MEMBER, CCO | D | Control |
| HEISLER, JOHN, JACOB | I | MEMBER, CCO | D | Control |
| HEISLER, JOHN, JACOB | I | MEMBER, CCO | D | Control |
| HEISLER, JOHN, JACOB | I | MEMBER, CCO | D | Control |
| NEWS, PETER, RICHARD | I | MEMBER | D | Control |
| NEWS, PETER, RICHARD | I | MEMBER | D | Control |
| NEWS, PETER, RICHARD | I | MEMBER | D | Control |
| NEWS, PETER, RICHARD | I | MEMBER | D | Control |
| NEWS, PETER, RICHARD | I | MEMBER | D | Control |
| NEWS, PETER, RICHARD | I | MEMBER | D | Control |
| NEWS, PETER, RICHARD | I | MEMBER | D | Control |
| NEWS, PETER, RICHARD | I | MEMBER | D | Control |
| NEWS, PETER, RICHARD | I | MEMBER | D | Control |
| NEWS, PETER, RICHARD | I | MEMBER | D | Control |
| NEWS, PETER, RICHARD | I | MEMBER | D | Control |
| NEWS, PETER, RICHARD | I | MEMBER | D | Control |
| ROCCATO, DANIEL, RICHARD | I | MANAGING MEMBER/CCO | D | Control |
| ROCCATO, DANIEL, RICHARD | I | MANAGING MEMBER/CCO | D | Control |
| GREGG, JOHN, ROBERT | I | MEMBER | C | Control |
| GREGG, JOHN, ROBERT | I | MEMBER | C | Control |
Registrations
Federal
IA
Mar 15, 2025 REGISTERED
Notice Filings (4)
FL NJ PA TX
Address
70 EAST MAIN STREETMOORESTOWN, NJ 08057
United States
Phone: 856-222-0110