# QUAKER WEALTH MANAGEMENT LLC

QUAKER WEALTH MANAGEMENT LLC of MOORESTOWN, NJ is an SEC-registered investment adviser.

## Registration

- CRD: 284546
- Type: SEC-registered investment adviser
- SEC file number: 801-108126
- 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)

| Name | Role | Location |
| --- | --- | --- |
| John Jacob Heisler | MEMBER, CCO | — |
| Peter Richard News | MEMBER | — |
| ROCCATO DANIEL RICHARD | MANAGING MEMBER/CCO | — |
| GREGG JOHN ROBERT | MEMBER | — |
| HEISLER JOHN JACOB | MEMBER, CCO | — |
| NEWS PETER RICHARD | MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/284546/brochure
- Similar advisers: https://search.stillhousedata.com/firm/284546/similar
- Related entities: https://search.stillhousedata.com/firm/284546/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/284546

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.