Quaker Wealth Management
Quaker Wealth Management is a privately held, SEC-registered investment advisor in Moorestown, NJ, providing investment management, financial planning, and premium FamilyCFO services to high net worth individuals, families, professionals, and business owners.
- Company typePrivate
- Founded-
- HeadquartersMoorestown, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Quaker Wealth Management does
Quaker Wealth Management, LLC is a privately held, SEC-registered investment advisor based in Moorestown, New Jersey, providing coordinated wealth management services to high net worth individuals, families, professionals, and business owners. The firm delivers three core services: Investment Management, Financial Planning, and a premium FamilyCFO tier for clients with $5 million or more in investable assets. Its proprietary QMap™ framework combines data-driven insights with market sentiment analysis to construct and manage portfolios aligned with client objectives. The firm operates a fee-based, subscription/recurring revenue model consistent with the fiduciary RIA standard, and has no publicly disclosed fee schedule.
The firm's technology stack is built entirely on third-party vendor integrations: Charles Schwab serves as custodian for client accounts, eMoney provides financial planning software, and Envestnet delivers portfolio performance reporting. The firm is small, with approximately 7 team members including three Managing Partners (Jake Heisler, Peter News, and co-founder Dan Roccato), and relies on a consultative, relationship-driven sales motion. Its go-to-market leverages content marketing (blog, monthly newsletter), earned media through Dan Roccato's recurring Fox News appearances, the 'Wealth Mgt Mixtape' podcast, and an extensive community partnership network under 'The Quaker Way' initiative in the Moorestown and Greater Philadelphia region. The firm was formed in 2018 through the merger of NewsHeisler Wealth Management (founded 2011 by Heisler and News) with the existing Quaker Wealth Management entity co-founded by Dan Roccato, a former Wall Street investment banker with 20+ years of experience.
From a business model perspective, Quaker Wealth Management serves a narrow, high-margin client segment with explicit minimums for premium services, suggesting a deliberate strategy to maximize revenue per client rather than scale through volume. The firm's competitive positioning rests on fiduciary commitment, personalized strategies, and the proprietary QMap™ framework, offset by the inherent concentration risk of a small client base.
Quaker Wealth Management firmographics
Firmographics- Name
- Quaker Wealth Management
- Legal name
- Quaker Wealth Management, LLC
- Website
- https://quakerwm.com
- Company type
- Private
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Quaker Wealth Management is a privately held, SEC-registered investment advisor in Moorestown, NJ, providing investment management, financial planning, and premium FamilyCFO services to high net worth individuals, families, professionals, and business owners.
- Ownership category
- akta.pro rank
Quaker Wealth Management industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Private Banking & UHNW Wealth Advisory (FSAEABAC)
- akta.pro secondary industry
- Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)
Keywords
Where Quaker Wealth Management is headquartered
LocationHeadquarters
- HQ city
- Moorestown
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Quaker Wealth Management business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D
Revenue model
- Investment Advisory Services: Fee-based investment advisory services providing investment management, financial planning, and legacy planning to high net worth clients. Services are tailored to individual client circumstances and delivered through a fiduciary relationship.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | FamilyCFO Premium Service - For clients with $5M+ in investable assets |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels5 records
Quaker Wealth Management product offering
Product offeringCore offering
Quaker Wealth Management, LLC is an SEC-registered investment advisor that delivers coordinated financial planning, investment management, and legacy/estate planning to high-net-worth individuals, families, professionals, and business owners. The firm sells a tiered wealth advisory relationship anchored by Investment Management, Financial Planning, and a premium FamilyCFO service for clients with $5 million or more in investable assets. Portfolio construction is built on the firm's proprietary QMap™ framework, which combines data-driven insights with market sentiment analysis.
Product overview
Quaker Wealth Management is a financial advisory firm offering a unified wealth management platform built around three core services: Investment Management, Financial Planning, and the premium FamilyCFO offering. The firm also provides a proprietary investment framework called QMap™ that serves as the foundation for portfolio construction. The Investment Management and Financial Planning services form the core offering for general clients, while FamilyCFO represents an elevated, comprehensive service tier for high-net-worth individuals with $5M+ in investible assets seeking integrated tax, estate, and lifestyle coordination.
Differentiator
Problem solved
Functional benefit
Products and services
- Investment Management
Companies that use Quaker Wealth Management
Customer profileSegments4 records
Ideal customer profiles3 records
Quaker Wealth Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration3 records
Feature1 record
Quaker Wealth Management partnerships and signals
Strategic signalPartnerships
Eleven partnerships are on record, tiered minor and core.
- Moorestown Parks and RecreationminorCommunity partnership through The Quaker Way initiative. Quaker Wealth Management sponsors the Recreation Soccer program, Inclusive program summer camp, and annual holiday party. They co-host the 5K Race/1 Mile Walk in April which benefits the Moorestown Parks and Recreation Inclusive programs held at Strawbridge Lake.
- Greater Philadelphia YMCAminorCommunity partnership. Sponsors YMCA Mount Laurel Annual Golf Classic held in May, which raises funds to support community programs. During holidays, co-partners with local YMCA for Toys for Tots toy drive.
- Moorestown Business AssociationminorActive member of the Moorestown Business Association. Participates in monthly meetings and sets up a table outside their Main Street office for MBA's family fun days including Moorestown Day (first Saturday in June) and Autumn Day (October).
- ChildrenSong of New JerseyminorCommunity partnership supporting quality music instruction for children ages 8-18 from Camden, Burlington, and Gloucester Counties pursuing excellence in choral music performance.
- Evesham Education FoundationminorCommunity partnership supporting excellence in education for Evesham Township Schools. Proudly sponsors the Larry Kull Memorial Golf Classic held in June.
- Moorestown Youth Baseball FederationminorCommunity partnership providing children opportunity to play baseball while learning fundamentals and teamwork. Sponsors a banner at the John Pryor Baseball Field.
- Lily's Hope FoundationminorCommunity partnership supporting babies, children, and families with unexpected and urgent needs due to premature births. Participates in January blanket drive collecting adult and newborn-size blankets.
- National Brain Tumor SocietyminorCommunity partnership supporting brain tumor research, patient services, and community for individuals impacted by brain tumors.
- Charles SchwabcoreThird-party custodian for client accounts. Clients access accounts through Schwab portal for account management.
- eMoneycoreFinancial planning platform used for client financial plan access and management.
- EnvestnetcorePortfolio performance reporting platform. Clients access performance data through Envestnet portal.
Scale indicators1 record
Recent moves6 records
Expansion highlights4 records
Quaker Wealth Management competitors and assessment
Company assessmentBroad incumbents
- Carson Group: Wealth management firm serving HNW individuals and families through advisor network. Comparable fee-based advisory and financial planning services, with significantly larger platform scale and partner-advisor distribution model.
- Focus Financial Partners: Partnership of independent RIAs serving HNW/UHNW clients with consolidated fiduciary wealth management. Comparable fee-based, planning-led model; operates as a parent partnership rather than a single firm.
- Creative Planning: National fee-only RIA providing wealth management, tax, and estate planning to HNW households. Comparable fiduciary model and integrated financial planning stack; significantly larger AUM and broader service catalog.
- Commonwealth Financial Network: Large independent broker-dealer / RIA supporting advisors serving HNW clients with holistic financial planning. Comparable integrated planning and investment management offering through affiliated advisors.
- Edelman Financial Engines: Large independent RIA offering wealth advisory, planning, and investment management to HNW households. Comparable fiduciary, fee-only model and planning-centric service mix.
- Buckingham Strategic Wealth: Fee-only RIA providing wealth management and financial planning to HNW clients with academic evidence-based investing emphasis. Comparable fiduciary model and planning-led offering, larger scale.
- Mercer Advisors: National RIA specializing in HNW/UHNW wealth management with integrated tax and estate planning. Directly comparable UHNW focus and concierge-style advisory delivery, with much broader geographic and operational scale.
- Mariner Wealth Advisors: Large U.S. RIA offering comprehensive wealth advisory, tax, estate, and investment management to HNW and UHNW clients. Comparable in service breadth (FamilyCFO-like concierge offering) and fee-based fiduciary model, though materially larger in scale and geographic reach.
- Sanctuary Wealth: Wealth platform for elite advisors serving HNW/UHNW clients with comprehensive planning and investment services. Comparable concierge-style UHNW positioning and fee-based advisor model, scaled via partner firms.
Direct peers
- Homrich Berg: Mid-size fee-only RIA headquartered in Atlanta serving HNW individuals and families with holistic wealth management. Comparable boutique-to-mid scale, fiduciary fee-only model, and integrated financial planning and investment management offering; a useful benchmark for Quaker's scaling trajectory.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat5 records
Key risks5 records
Key highlights6 records
Customer concentration
Quaker Wealth Management social profiles
Digital presenceQuaker Wealth Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Quaker Wealth Management leadership team
Management profileNumber of profiles
Profiles7 records
Quaker Wealth Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Quaker Wealth Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Quaker Wealth Management
What does Quaker Wealth Management do?
Quaker Wealth Management, LLC is an SEC-registered investment advisor that delivers coordinated financial planning, investment management, and legacy/estate planning to high-net-worth individuals, families, professionals, and business owners. The firm sells a tiered wealth advisory relationship anchored by Investment Management, Financial Planning, and a premium FamilyCFO service for clients with $5 million or more in investable assets. Portfolio construction is built on the firm's proprietary QMap™ framework, which combines data-driven insights with market sentiment analysis.
Is Quaker Wealth Management a public or private company?
Quaker Wealth Management is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Quaker Wealth Management founded?
Quaker Wealth Management was founded in -1. It employs 1 to 10 people.
Where is Quaker Wealth Management based?
Quaker Wealth Management is headquartered in Moorestown, United States, in the North America region.
How does Quaker Wealth Management make money?
One revenue line is on record: investment Advisory Services.
Who are Quaker Wealth Management's main competitors?
Broad incumbents on record are Carson Group, Focus Financial Partners, Creative Planning, Commonwealth Financial Network, Edelman Financial Engines, Buckingham Strategic Wealth, Mercer Advisors, Mariner Wealth Advisors and Sanctuary Wealth. Homrich Berg is listed as a direct peer.
Does Quaker Wealth Management have an API?
No public API is recorded for Quaker Wealth Management.
What industry is Quaker Wealth Management in?
Quaker Wealth Management's product category is Wealth Management. Its primary akta.pro industry code is FSAEABAC, Private Banking & UHNW Wealth Advisory, with a secondary code of FSAAABAD, Advisory Portfolio Management (Non-Discretionary). Its NAICS code is 523940 and its SIC code is 6282.