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WEALTH QUARTERBACK LLC

TOMS RIVER, NJ · CRD 282967 · IAPD ↗ · 732-965-8190

$391.3MRegulatory AUM
5Advisory reps
11Employees
0Clients
1-10Planning clients
0Private funds
15States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2025 — WEALTH QUARTERBACK LLC notice-filed in CO, MT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.