Quaker Wealth Management LLC

CRD 284546 · Moorestown, NJ · $449.3M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 284546
SEC number: 801-108126
Firm type: RIA
Assets under management: $449.3M as of Mar 10, 2026
Website: www.linkedin.com/company/quakerwealthmgt ↗
Phone: 856-222-0110
Address: 70 East Main Street, Moorestown, NJ, 08057

Advisors at this firm

5 in our index · page 1 of 1

Nicholas William DesantisCRD 7127469 · Moorestown, NJ

IA Registered
John Jacob HeislerCRD 4482190 · Moorestown, NJ

IA RegisteredRegistration inactive
Timothy H MillerCRD 6458679 · Moorestown, NJ

IA RegisteredRegistration inactive
Peter Richard NewsCRD 4585562 · Moorestown, NJ

IA RegisteredRegistration inactive

Disclosure event(s) on record
Daniel Richard RoccatoCRD 1616089 · Moorestown, NJ

IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

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