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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

WEALTH QUARTERBACK LLC

CRD 282967

TOMS RIVER, NJ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:47ae6694-338d-717d-7ba4-21e3855331f2

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:11 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 3
On other graphs: 0
Observed: Jun 25, 2019 to Mar 30, 2026
17 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=1.0
Regulatory AUM: $391MItem 5.F on the latest filing (2026-03-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $389M
Private client RAUM: $387MderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $78.3Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 11
Advisory employees: 5
Offices: 14Schedule D 1.F, beyond the principal office
Accounts: 2,042
Individual clients: 908
High net worth clients: 203
SEC number: 801-117034
CIK: 1803386
CRD: 282967
Filings on the tape: 17
First filed: Jun 25, 2019
Latest filed: Mar 30, 2026
Organised: Limited Liability Company, DE

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
PAUL WILLIAM MURPHY	Certified Financial Planner\|Chartered Financial Analyst	TOMS RIVER, NJ	10	13	n/a	no
JOSH ADAM JALINSKI	n/a	TOMS RIVER, NJ	10	19	2	no
CHRISTOPHER WILLIAM MEYER	n/a	TOMS RIVER, NJ	9	14	1	yes
HOWARD LAWRENCE BERNHEIM	Certified Financial Planner	TOMS RIVER, NJ \| Holland, PA	5	38	n/a	no
Brandon Charles Bowens	n/a	TOMS RIVER, NJ	0	12	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
Clancy, Thomas, James	CHIEF COMPLIANCE OFFICER	Na	yes	12/2019	Dec 24, 2019	Mar 28, 2024
JALINSKI, JOSH, ADAM	President	E	yes	02/2016	Jun 25, 2019	Mar 28, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
JALINSKI ADVISORY GROUP, INC.	n/a	n/a	n/a	N	yes	n/a
JALINSKI TAX GROUP, LLC	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
BASKING RIDGE	Nj	United States	3	no
Hackensack	Nj	United States	3	no
Paramus	Nj	United States	3	no
Princeton	Nj	United States	3	no
RED BANK	Nj	United States	3	no
SHORT HILLS	Nj	United States	3	no
Manhasset	NY	United States	3	no
Melville	NY	United States	3	no
NEW YORK	NY	United States	3	no
Stamford	Ct	United States	2	no
Suffern	NY	United States	2	no
VALLEY STREAM	NY	United States	2	no
Yonkers	NY	United States	2	no
KING OF PRUSSIA	Pa	United States	2	no
CHERRY HILL	Nj	United States	1	no
Rye	NY	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 30, 2026	$391M	$389M	11	5	14	n/a	n/a
2024	Mar 31, 2025	$332M	$329M	10	4	15	n/a	n/a
2023	Mar 28, 2024	$288M	$284M	10	5	17	n/a	n/a
2022	Mar 31, 2023	$237M	$234M	10	5	17	n/a	n/a
2021	Mar 29, 2022	$262M	$261M	10	5	19	n/a	n/a
2020	Mar 31, 2021	$207M	$207M	12	4	19	n/a	n/a
2019	May 1, 2020	$161M	$161M	11	3	19	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	1	-1	20.0%	0	0	0	0	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$391M	$332M	17.9%	$237M	18.1%	11	10	14	15

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
J. W. COLE ADVISORS, INC.	2	May 6, 2016	Jun 1, 2017	TAMPA, FL	Team lift out	Other	1.2%

Relationships

Registered with (6)

← Brandon Charles BowensAdvisorregistration: current employment
Nov 6, 2025 to presentfactForm ADV
← HOWARD LAWRENCE BERNHEIMAdvisorregistration: current employment
Jun 9, 2021 to presentfactForm ADV
← CHRISTOPHER WILLIAM MEYERAdvisorregistration: current employment
Jun 1, 2017 to presentfactForm ADV
← JOSH ADAM JALINSKIAdvisorregistration: current employment
Jun 7, 2016 to presentfactForm ADV
← PAUL WILLIAM MURPHYAdvisorregistration: current employment
Apr 11, 2016 to presentfactForm ADV
← Richard E WidmerAdvisorregistration: previous registration
Jun 20, 2025 to Nov 4, 2025factForm ADV

Controls (2)

← JALINSKI, JOSH, ADAMOwnerPRESIDENT, ownership code E, individual
Jun 25, 2019 to Mar 28, 2024factForm ADV
← Clancy, Thomas, JamesOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Dec 24, 2019 to Mar 28, 2024factForm ADV

Moved with (1)

← J. W. COLE ADVISORS, INC.Registered adviser2 advisors, team lift out, same day
May 6, 2016 to Jun 1, 2017factForm ADV

Dated events

Occurred
Nov 4, 2025
Advisor changed firm
Richard E Widmer left Wealth Quarterback Llc for Merrill Lynch, Pierce, Fenner & Smith Incorporated (registered 2026-03-03)
Form ADVobserved 6 days ago
Occurred
Dec 24, 2019
Control person joined
James Thomas Clancy (Chief Compliance Officer) appeared on Schedule A of Wealth Quarterback Llc
Form ADVobserved 6 days ago
Occurred
Jun 25, 2019
First Form ADV filing
Wealth Quarterback Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:47ae6694-338d-717d-7ba4-21e3855331f2
First observed: Jun 25, 2019
Last observed: Mar 30, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

WEALTH QUARTERBACK LLC

CRD 282967

TOMS RIVER, NJ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:47ae6694-338d-717d-7ba4-21e3855331f2

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:11 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

PAUL WILLIAM MURPHY

Certified Financial Planner|Chartered Financial Analyst

TOMS RIVER, NJ

n/a

JOSH ADAM JALINSKI

n/a

TOMS RIVER, NJ

CHRISTOPHER WILLIAM MEYER

n/a

TOMS RIVER, NJ

yes

HOWARD LAWRENCE BERNHEIM

Certified Financial Planner

TOMS RIVER, NJ | Holland, PA

n/a

Brandon Charles Bowens

n/a

TOMS RIVER, NJ

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Clancy, Thomas, James

CHIEF COMPLIANCE OFFICER

yes

12/2019

Dec 24, 2019

Mar 28, 2024

JALINSKI, JOSH, ADAM

President

yes

02/2016

Jun 25, 2019

Mar 28, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

JALINSKI ADVISORY GROUP, INC.

n/a

yes

n/a

JALINSKI TAX GROUP, LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

BASKING RIDGE

United States

Hackensack

United States

Paramus

United States

Princeton

United States

RED BANK

United States

SHORT HILLS

United States

Manhasset

United States

Melville

United States

NEW YORK

United States

Stamford

United States

Suffern

United States

VALLEY STREAM

United States

Yonkers

United States

KING OF PRUSSIA

United States

CHERRY HILL

United States

Rye

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 30, 2026

$391M

$389M

n/a

2024

Mar 31, 2025

$332M

$329M

n/a

2023

Mar 28, 2024

$288M

$284M

n/a

2022

Mar 31, 2023

$237M

$234M

n/a

2021

Mar 29, 2022

$262M

$261M

n/a

2020

Mar 31, 2021

$207M

n/a

2019

May 1, 2020

$161M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-1

20.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$391M

$332M

17.9%

$237M

18.1%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

J. W. COLE ADVISORS, INC.

May 6, 2016

Jun 1, 2017

TAMPA, FL

Team lift out

Other

1.2%