QUAKER WEALTH MANAGEMENT LLC

QUAKER WEALTH MANAGEMENT LLC of MOORESTOWN, NJ is an SEC-registered investment adviser (CRD 284546). Regulatory assets under management: $449.3M.

Registration

• CRD: 284546
• SEC file number: 801-108126
• Type: Registered investment adviser
• Location: 70 EAST MAIN STREET, MOORESTOWN, NJ, 08057
• Phone: 856-222-0110
• Latest filing: 2026-03-10
• Regulatory AUM: $449.3M
• Discretionary AUM: $449.3M
• Clients: 7
• Accounts: 1,295

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions.

Officers, owners & control persons (6)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 284546 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search