WEALTH QUARTERBACK LLC

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Wealth Quarterback is based out of Toms River. Wealth Quarterback is a large advisory firm with 606 clients and discretionary assets under management (AUM) of $138,528,283 (Form ADV from 2019-12-24). Their last reported 13F filing for Q4 2019 included $115,167,189 in managed 13F securities and a top 10 holdings concentration of 30.32%. Wealth Quarterback's largest holding is iShares Core S&P 500 ETF with shares held of 33,885. Whalewisdom has at least 2 13F filings

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12/31/2019

Top Sells

  • Name% Change

12/31/2019

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-02-14

Performance for Q4 2019: 1.42%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

WEALTH QUARTERBACK LLC
1400 HOOPER AVE
TOMS RIVER NJ    08753
Country: United States

Business Phone: 732-240-2274
Fax: 732-240-2275
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: DE
Number of employees: 11
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees,REFERRAL FEES
Amount of client funds and securities:
Total Number of Clients: 606
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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