Quaker Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, insurance, and philanthropic planning. Financial planning was provided to 251–500 clients last fiscal year.
Quaker Wealth Management reports 455 clients. They include 313 individual clients, 140 high-net-worth individuals and 1 charitable organization. Of its assets, 100.0% ($449M across 1,295 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 69% | 22% |
| High-net-worth individuals | 31% | 77% |
| Charitable organizations | <1% | <1% |
| Corporations and other businesses | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 313 | $101M | 22.4% | $322K |
| High-net-worth individuals | 140 | $347M | 77.3% | $2.48M |
| Charitable organizations | 1 | $1.22M | 0.3% | $1.22M |
| Corporations and other businesses | 1 | $60.5K | 0.0% | $60.5K |
| Total | 455 | $449M | 100% | $987K |
- Clients
- 313
- Regulatory AUM
- $101M
- AUM share
- 22.4%
- Avg. per client
- $322K
- Clients
- 140
- Regulatory AUM
- $347M
- AUM share
- 77.3%
- Avg. per client
- $2.48M
- Clients
- 1
- Regulatory AUM
- $1.22M
- AUM share
- 0.3%
- Avg. per client
- $1.22M
- Clients
- 1
- Regulatory AUM
- $60.5K
- AUM share
- 0.0%
- Avg. per client
- $60.5K
Total
- Clients
- 455
- Regulatory AUM
- $449M
- AUM share
- 100%
- Avg. per client
- $987K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
Quaker Wealth Management charges 0.65%–1.00% a year for its Asset Management. The fee is billed in advance, is negotiable and requires an account of at least $250,000. The brochure also prices 3 other services, listed under fee details.
Fee details and sources
Other fees
- Family CFO
- Family CFO fees are billed on a tiered annual schedule from 0.95% on assets up to $500,000 down to 0.30% above $10,000,000; fees are negotiable.
- Financial Planning
- Stand-alone financial plans are billed on a fixed fee from $1,200 to $10,000, a negotiable guide; fees may be waived for clients who also engage the firm for asset management.
- Retirement Plan Consulting Services
- Plan consulting fees are generally 0.25% to 1.00% per annum of the plan's assets under the firm's direction; fees are negotiable.
Peter News owns 50% to 75% of Quaker Wealth Management. It has 7 employees, 4 of them in advisory roles.
Leadership
- John HeislerMember, CCO
- Peter NewsMember
Investment adviser representatives
5 representatives listed in the SEC register as of 9 October 2026.
Staff
- 7 employees
- 4 in advisory functions
- 5 state-registered reps
- 2 insurance agents
- Owns 50% to 75% of Quaker Wealth Management LLC
Peter News
Control person · since January 2020
- Owns 50% to 75% of Quaker Wealth Management LLC
John Heisler
Control person · since January 2020
Quaker Wealth Management’s regulatory assets grew 1.5× from $293M (April 2021) to $449M (March 2026); clients rose from 359 to 455 and employees were 7 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $449M | 455 | 7 | 1 |
| March 2025 | $365M | 458 | 7 | 1 |
| March 2024 | $326M | 437 | 8 | 1 |
| March 2023 | $299M | 406 | 8 | 1 |
| May 2022 | $321M | 457 | 8 | 1 |
| April 2021 | $293M | 359 | 7 | 1 |
Besides its headquarters, Quaker Wealth Management has 0 offices, with 1 listed address in New Jersey.
New Jersey · 1 listed address
- 70 East Main Street, MoorestownHQ
Contact and registration details
- Legal name
- Quaker Wealth Management LLC
- Headquarters
- 70 East Main Street, Moorestown, NJ 08057
- Website
- quakerwm.com
- Phone
- 856-222-0110
- @quakerwealthmgt
- SEC file
- 801-108126
- Founded
- 2006
- Structure
- New Jersey LLC
- Fiscal year end
- December
Quaker Wealth Management uses Charles Schwab ($439M) as custodian for its separately managed accounts. Quaker Wealth Management has custody of $30M in client assets for 30 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $439M100%
At year end, Quaker Wealth Management’s separately managed accounts were mostly in stocks (75%) and bonds (20%). Its reported 13F holdings for the quarter ended 30 June 2026 total $344M across 967 positions; the largest are Vanguardindexfds (18.3%), Vanguardscottsdalefds (9.9%) and Vanguardwhitehallfds (8.2%).
What the accounts hold
- Stocks75%
- Exchange-traded equities65%
- Non-exchange-traded equities10%
- Bonds20%
- Cash5%
Reported 13F holdings
- $344M
- Reported 13F value
- 967
- Positions
- 65.2%
- In the 10 largest
- +7.3%
- Value vs. prior quarter
- Vanguardindexfds · Totalstkmkt18.3%
- Vanguardscottsdalefds · Shrttrmcorpbd9.9%
- Vanguardwhitehallfds · Highdivyld8.2%
- Isharestr · 7-10yrtrsybd5.2%
- Isharestr · 20yrtrbdetf5.0%
- Vanguardscottsdalefds · Int-termcorp4.5%
- Janusdetroitstrtr · Hendsecuinetf4.0%
- Vanguardworldfd · Inftechetf3.9%
- Vanguardindexfds · Growthetf3.1%
- Spdrseriestrust · Ststrblo1etf3.0%
Together, the ten largest are 65.2% of reported value.
How many clients does Quaker Wealth Management have?
Quaker Wealth Management has 455 clients and manages $449 million for them, as of March 2026. They include 313 individual clients, 140 high-net-worth individuals and 1 charitable organization.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 10 March 2026
What services does Quaker Wealth Management offer?
Quaker Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, insurance, and philanthropic planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Quaker Wealth Management charge?
Quaker Wealth Management charges 0.65%–1.00% a year for its Asset Management. The fee is billed in advance, is negotiable and requires an account of at least $250,000.
Source: ADV PART 2A, filed 10 March 2026
Which custodians does Quaker Wealth Management use?
Quaker Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $439M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 10 March 2026
How many financial advisors does Quaker Wealth Management have?
Quaker Wealth Management has 5 investment adviser representatives registered with state securities authorities, out of 7 employees, and 4 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Quaker Wealth Management invest in?
At the end of its last fiscal year, Quaker Wealth Management’s separately managed accounts held 65% exchange-traded equities, 20% high-yield corporate bonds, 10% non-exchange-traded equities and 5% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Quaker Wealth Management have a minimum investment?
Yes, Quaker Wealth Management’s minimum account size for its Asset Management is $250K.
Source: ADV PART 2A, filed 10 March 2026
Who owns Quaker Wealth Management?
Quaker Wealth Management’s direct owners are Peter News (50% to 75%) and John Heisler (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 10 March 2026
How does Quaker Wealth Management get paid?
Quaker Wealth Management is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Quaker Wealth Management?
Quaker Wealth Management’s main office is at 70 East Main Street, Moorestown, NJ 08057. Its phone number is 856-222-0110. Its website is quakerwm.com.