Wealth Quarterback Llc
- Regulatory AUM
- $391M
- Discretionary
- $389M
- Clients
- 1,117
- Avg AUM / client
- $350K
- Accounts
- 2,042
- Employees
- 11
AUM over time
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 908 | $165M | 42.2% |
| High net worth individuals | 203 | $222M | 56.7% |
| Pension and profit sharing plans | 6 | $4.1M | 1.05% |
| Charitable organizations | Fewer than 5 clients | $9.0K | 0.0% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Josh Adam Jalinski | President | Feb 2016 (11y) | 75% or more | |
| Clancy, Thomas, James | Chief Compliance Officer | Dec 2019 (7y) | Less than 5% | |
| Paul William Murphy | Registered representative | CFP CFA | Apr 2016 (10y) | |
| Christopher William Meyer | Registered representative | Jun 2017 (9y) | ||
| Howard Lawrence Bernheim | Registered representative | CFP | Jun 2021 (5y) | |
| Brandon Charles Bowens | Registered representative | Nov 2025 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 996 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Other fees
- • REFERRAL FEES
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Fidelity Brokerage Services $384M (98% of AUM) Mar 2026
- National Financial Services (Fidelity) $109M (79% of AUM) Dec 2019
- Jefferson National Securities Corporation $2.8M (2% of AUM) Jun 2020
- Interactive Brokers $2.1M (1% of AUM) Oct 2021
- E*TRADE (Morgan Stanley) $744K (0% of AUM) Oct 2021
- Assetmark Brokerage, Llc $358K (0% of AUM) Oct 2021
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗