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| Wealth Quarterback LLC
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| CRD # | 282967 |
| SEC # | 801-117034 |
| CIK # | 0001803386 |
| AUM | 391.3 M (2026-03-30) |
| Employees | 11 (45% Investors, 9% Brokers) |
| Fees | |
| Minimum | |
| Phone | 732-965-8190 |
| Address | 1400 Hooper Ave Toms River, NJ 08753 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Comex Gold Trust | 16.0 | ||
| Apple Inc | 9.4 | ||
| Fidelity Wise Origin Bitcoin Fund | 6.1 | ||
| Microsoft Corp | 4.0 | ||
| Nvidia Corp | 3.8 | ||
| Amazon Com Inc | 3.3 | ||
| Alphabet Inc | 2.7 | ||
| iShares Silver Trust | 2.3 | ||
| Facebook Inc | 2.2 | ||
| Advanced Micro Devices Inc | 2.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 908 | 165.2 |
| (b) Individuals (high net worth individuals) | 203 | 222.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 4.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,042 | 391.3 |
| By Discretionary | ||
| Discretionary | 2,003 | 389.2 |
| Non-Discretionary | 39 | 2.2 |
| Total | 2,042 | 391.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 391.3 | |
| Total | 2,042 | 391.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001803386] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Fortune Wealth Management LLC
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|
TX | 396.3 M |
|
West Ridge Advisors LLC
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NV | 396.0 M |
|
ECIO Inc
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WI | 395.6 M |
|
MOR Wealth Management LLC
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PA | 395.6 M |
|
Clarion Wealth Management Partners LLC
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|
VA | 394.8 M |
|
Abich Financial Wealth Management LLC
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|
VA | 394.7 M |
|
Familywealth Advisers LLC
✚
|
FL | 394.6 M |
|
Legend Financial Advisors Inc
✚
|
PA | 389.9 M |
|
Vermillion Financial Advisors Inc
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|
IL | 386.7 M |
|
Canter Strategic Wealth Management LLC
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|
CA | 386.5 M |