# Quaker Wealth Management LLC

> Quaker Wealth Management LLC is an SEC-registered investment advisory firm in Moorestown, NJ, registered since 2016, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 10, 2026.

- CRD: 284546
- Filed as: QUAKER WEALTH MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Moorestown, NJ
- Filing period: October 2026
- Form ADV filing dated: March 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/284546
- AdvisorCensus page: https://advisorcensus.com/firm/quaker-wealth-management-llc-moorestown-nj-284546

## Quick answers

**How is Quaker Wealth Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Quaker Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does Quaker Wealth Management LLC charge?**
Its Form ADV Part 2A brochure dated March 10, 2026 states: Flat fee: $1,200 to $10,000 (stand-alone financial plan). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Quaker Wealth Management LLC located?**
Quaker Wealth Management LLC's principal office is in Moorestown, NJ, according to its Form ADV.

**Is Quaker Wealth Management LLC registered with the SEC or a state?**
Quaker Wealth Management LLC is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 284546.

**How much does Quaker Wealth Management LLC manage?**
Quaker Wealth Management LLC reports $449,277,262 in regulatory assets under management in its Form ADV filing dated March 10, 2026 (100% discretionary).

**How have Quaker Wealth Management LLC's assets and staff changed since 2021?**
In the Form ADV data for Quaker Wealth Management LLC: Regulatory assets under management: $293,416,320 in the October 2021 data and $449,277,262 in the October 2026 data, up 53%. Total employees: 7 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Quaker Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (313); high net worth individuals (140); charitable organizations (1).

**Which custodians does Quaker Wealth Management LLC use?**
Quaker Wealth Management LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Quaker Wealth Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/284546

**Does Quaker Wealth Management LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 10, 2026 says: "Clients advised may include individuals, families, trusts, business entities, non-profits, pensions, and corporations. QWM requires each client to place at least $250,000 with the firm. This minimum may be waived at the discretion of QWM."

**What changed in Quaker Wealth Management LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $365,000,000 to $449,277,262 (+23%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 10, 2026)

- Account minimum: $250,000 (the brochure says it may be waived or negotiated)

> Clients advised may include individuals, families, trusts, business entities, non-profits, pensions, and corporations. QWM requires each client to place at least $250,000 with the firm. This minimum may be waived at the discretion of QWM.

- Flat fee: $1,200 to $10,000 (stand-alone financial plan)

> In the event a client requests a stand-alone financial plan, financial planning fees are assessed on a fixed fee basis. Fixed fee rates vary from $1,200 to $10,000.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $449,277,262
- Discretionary: $449,277,262
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 313 | $100,745,856 |
| High net worth individuals | 140 | $347,248,114 |
| Charitable organizations | 1 | $1,222,839 |
| Corporations or other businesses not listed above | 1 | $60,453 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2016 (10 years)
- Employees: 7 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NJ, PA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [quakerwm.com](https://quakerwm.com)
- Facebook @quakerwealthmanagement
- LinkedIn @quakerwealthmgt
- X @QuakerWealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $293,416,320 | 7 | September 2, 2021 |
| October 2022 | $320,951,528 | 8 | May 3, 2022 |
| October 2023 | $299,171,313 | 8 | March 21, 2023 |
| October 2024 | $326,300,000 | 8 | March 21, 2024 |
| October 2025 | $365,000,000 | 7 | March 15, 2025 |
| October 2026 | $449,277,262 | 7 | March 10, 2026 |

Regulatory assets under management: $293,416,320 in the October 2021 data and $449,277,262 in the October 2026 data, up 53%.
Total employees: 7 in October 2021 and 7 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $365,000,000 to $449,277,262 (+23%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Quaker Wealth Management LLC (CRD 284546): Form ADV filing data as of October 2026.