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QUAKER WEALTH MANAGEMENT LLC

MOORESTOWN, NJ · CRD 284546 · IAPD ↗ · 856-222-0110

$449.3MRegulatory AUM
4Advisory reps
7Employees
0Clients
251-500Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2026 — QUAKER WEALTH MANAGEMENT LLC reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
61
April 2024 — QUAKER WEALTH MANAGEMENT LLC reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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