linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Quaker Wealth Management LLC

Headquartered in MOORESTOWN, NJ

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information.

Firm Information

Quaker Wealth Management LLC is an independent wealth management firm based in Moorestown, New Jersey. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. They manage approximately $326.3 million in assets and have a team of 6 investment adviser representatives and 2 licensed agents.

Quaker Wealth Management LLC

70 EAST MAIN STREET

MOORESTOWN, NJ 08057

$326.30M

Assets Under Management

Not reported

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (3)

QUAKER WEALTH MANAGEMENT LLC has a total of 3 branch locations across the country.
location

BALA CYNWYD, PA

location

MOORESTOWN, NJ

location

Moorestown, NJ

Advisors at Quaker Wealth Management LLC

View All 6 Advisors
Unclaimed
Timothy H Miller

CFP®, RA

MOORESTOWN, NJ

View Profile
Unclaimed
Peter Richard News

CFP®, RA

Moorestown, NJ

View Profile
Unclaimed
John Jacob Heisler

CFP®, RA

Moorestown, NJ

View Profile
Unclaimed
Jennifer Lynn Anderson

RA

MOORESTOWN, NJ

View Profile
Unclaimed
Nicholas William Desantis

CFP®, RA

MOORESTOWN, NJ

View Profile
Unclaimed
Daniel Richard Roccato

RA

MOORESTOWN, NJ

View Profile

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.
Not sure if Quaker Wealth Management LLC is right for you?

Disclosures

There are no public disclosures for Quaker Wealth Management LLC.

Frequently Asked Questions (9)

Not sure if Quaker Wealth Management LLC is right for you?