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| Happy Holidays!! thanks for using AUM13F!! |
| Wealth Quarterback LLC
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| CRD # | 282967 |
| SEC # | 801-117034 |
| CIK # | 0001803386 |
| AUM | $331.8 M (2025-03-31) |
| Employees | 10 (40% Investors, 10% Brokers) |
| Phone | 732-965-8190 |
| Address | 1400 Hooper Ave Toms River, NJ 08753 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001803386 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 7.8 | ||
| Microsoft Corp | 4.7 | ||
| iShares Comex Gold Trust | 4.4 | ||
| Nvidia Corp | 3.2 | ||
| Amazon Com Inc | 3.2 | ||
| Facebook Inc | 2.4 | ||
| Costco Wholesale Corp /NEW | 2.1 | ||
| Wal Mart Stores Inc | 1.9 | ||
| Exxon Mobil Corp | 1.9 | ||
| Advanced Micro Devices Inc | 1.7 | ||
| Alphabet Inc | 1.7 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 859 | 154.6 |
| (b) Individuals (high net worth individuals) | 172 | 170.3 |
| (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 | 7 | 6.9 |
| (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 | 1,678 | 331.8 |
| By Discretionary | ||
| Discretionary | 1,652 | 329.3 |
| Non-Discretionary | 26 | 2.6 |
| Total | 1,678 | 331.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 331.8 | |
| Total | 1,678 | 331.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001803386] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Elevate Wealth Advisory Inc
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|
GA | 0.3 |
|
Legend Financial Advisors Inc
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PA | 0.3 |
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Hanover Advisors Inc
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SC | 0.3 |
|
Castleview Partners LLC
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TX | 0.3 |
|
Sebold Capital Management Inc
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IL | 0.3 |
|
Sykon Capital LLC
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|
NY | 0.3 |
|
Keating Financial Advisory Services Inc
✚
|
KS | 0.3 |
|
BIP Alliance LLC
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|
GA | 0.3 |
|
Resurgent Financial Advisors LLC
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|
GA | 0.3 |
|
National Wealth Management Group LLC
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|
OH | 0.3 |