# Wealth Quarterback LLC

> Wealth Quarterback LLC is an SEC-registered investment advisory firm in Toms River, NJ, registered since 2019, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 282967
- Filed as: WEALTH QUARTERBACK LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Toms River, NJ
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/282967
- AdvisorCensus page: https://advisorcensus.com/firm/wealth-quarterback-llc-toms-river-nj-282967

## Quick answers

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

**How much does Wealth Quarterback LLC charge?**
Its Form ADV Part 2A brochure dated March 30, 2026 states: Asset-based fee: 1% to 1.75% a year (a range, as the brochure states it); Flat fee: $200 to $50,000 (creating stand-alone client financial plans). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Wealth Quarterback LLC located?**
Wealth Quarterback LLC's principal office is in Toms River, NJ, according to its Form ADV; the April 2026 filing also lists 13 other offices (Schedule D, Section 1.F).

**Is Wealth Quarterback LLC registered with the SEC or a state?**
Wealth Quarterback LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 282967.

**How much does Wealth Quarterback LLC manage?**
Wealth Quarterback LLC reports $391,326,903 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (99% discretionary).

**How have Wealth Quarterback LLC's assets and staff changed since 2021?**
In the Form ADV data for Wealth Quarterback LLC: Regulatory assets under management: $207,051,308 in the October 2021 data and $391,326,903 in the October 2026 data, up 89%. Total employees: 12 in October 2021 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Wealth Quarterback LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (908); high net worth individuals (203); pension and profit sharing plans (but not the plan participants or government pension plans) (6).

**Which custodians does Wealth Quarterback LLC use?**
Wealth Quarterback LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Wealth Quarterback 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/282967

**What changed in Wealth Quarterback LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 4 to 5. Regulatory assets under management went from $331,823,464 to $391,326,903 (+18%). No longer lists an office in King of Prussia, PA.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 30, 2026)

- Asset-based fee: 1% to 1.75% a year (a range, as the brochure states it)

> WQL’s negotiable, annual investment advisory fee is based upon a percentage (%) of the market value of the assets under WQL’s management and ranges from 1.00% to 1.75% annually.

- Flat fee: $200 to $50,000 (creating stand-alone client financial plans)

> The negotiated fixed rate for creating stand- alone client financial plans is between $200 and $50,000.

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

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

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: $391,326,903
- Discretionary: $389,151,917
- Non-discretionary: $2,174,986

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 908 | $165,168,015 |
| High net worth individuals | 203 | $222,045,728 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 6 | $4,104,175 |
| Charitable organizations | Fewer than 5 | $8,985 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2019 (7 years)
- Employees: 11 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO, CT, DE, FL, MA, MO, MT, NC, NH, NJ, NY, PA, SC, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Basking Ridge, NJ
- Cherry Hill, NJ
- Doylestown, PA
- Hackensack, NJ
- Manhasset, NY
- Melville, NY
- New York, NY
- Princeton, NJ
- Red Bank, NJ
- Short Hills, NJ
- Stamford, CT
- Suffern, NY
- Yonkers, NY

### Websites listed on Form ADV (Item 1.I)
- [jalinski.com](https://jalinski.com)
- [retirementrealitycheck.com](https://retirementrealitycheck.com)
- [thefinancialquarterback.us](https://thefinancialquarterback.us)
- [twitch.tv/thefinancialquarterback](https://twitch.tv/thefinancialquarterback)
- Facebook @financialquarterback
- Facebook @howard.bernheim.9
- Facebook @thefinancialquarterback
- Instagram @thefinancialquarterback
- LinkedIn @christopher-meyer-232181236
- LinkedIn @howardbernheim
- LinkedIn @joannmugavero
- LinkedIn @paul-murphy-cfp-cfa-73377b27
- LinkedIn @the-financial-quarterback®-8a79824
- LinkedIn @thomas-clancy-9b859a9
- TikTok @thefinancialquarterback
- X @BernheimHoward
- X @yourfinancialqb
- YouTube @JoshJalinskiTheFinancialQuarterback

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $207,051,308 | 12 | April 29, 2021 |
| October 2022 | $261,766,504 | 10 | May 4, 2022 |
| October 2023 | $237,319,617 | 10 | March 31, 2023 |
| October 2024 | $288,076,283 | 10 | March 28, 2024 |
| October 2025 | $331,823,464 | 10 | March 31, 2025 |
| October 2026 | $391,326,903 | 11 | March 30, 2026 |

Regulatory assets under management: $207,051,308 in the October 2021 data and $391,326,903 in the October 2026 data, up 89%.
Total employees: 12 in October 2021 and 11 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 4 to 5.
- Regulatory assets under management went from $331,823,464 to $391,326,903 (+18%).
- No longer lists an office in King of Prussia, PA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wealth Quarterback LLC (CRD 282967): Form ADV filing data as of October 2026.