SourcingSourcing

WEALTH QUARTERBACK LLC

C28
CRD 282967·SEC 801-117034·TOMS RIVER, NJ
AUM
$391.3M
$100M-$500M
Est. Revenue
$3.9M
@ 1% on AUM
Est. EBITDA
$1.2M
@ 30% margin
Est. Deal Value
$9.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
WEALTH QUARTERBACK LLC
CRD
282967
SEC file #
801-117034
EIN
811320138
DBA names
—

Economics

AUM
$391.3M
AUM band
$100M-$500M
AUM trajectory
'20'26
$138.5M → $391.3M▲ +182%
Client mix
Individuals Other908
Individuals High Net Worth203
Pension Profit Sharing Plans6

Operations

Employees (total)
11
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'20'26
3 advisors → 5 advisors▲ +67%
Primary office
TOMS RIVER NJ
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Fee basis
% of AUMHourly chargesFixed feesOther Compensation

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
facebook.com/howard.bernheim.9(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
JALINSKI, JOSH, ADAM
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
JALINSKI, JOSH, ADAM
Clancy, Thomas, James
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:quarterback.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001803386
Edgar Registered
Yes
Edgar Filing Count
27
Edgar First Filing Date
2020-02-18
Edgar Last Filing Date
2026-04-09
Edgar 13f Count
25
Edgar 13f Latest AUM Estimate
Filing Date2026-04-09
Accession0001803386-26-000003

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.2906
Soi Zip Pct 200k Plus
0.0776
Soi Zip Returns 200k Plus
2,590
Soi Zip Total AGI
2,969,067
Fdic Zip Total Deposits
69,484,169,000
Fdic Zip Branch Count
841
Fdic Zip Top Banks
TD Bank, National Association
Bank of America, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (22)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
1
Bc Firm Active IA Count
5
Bc Firm IAR Count
5
Custodian Candidates
Full
Fidelity4
E*trade4
Edgar Addresses
Mailing
1400 HOOPER AVETOMS RIVER, NJ 08753
Business
1400 HOOPER AVETOMS RIVER, NJ 08753
Edgar EIN
811320138
Edgar Recent Filings
13F-HR2026-04-09 · 0001803386-26-000003
13F-HR2026-01-15 · 0001803386-26-000001
Fdic Zip Branches Raw
The Central Jersey Bank and Trust CompanyToms River, NJ
Provident Savings BankToms River, NJ
Fdic Zip HHI
539.49
Fdic Zip Top Bank Share Pct
13.73
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI98,352
Returns8,310
Stub 2
AGI242,811
Returns6,570
Stub 3
AGI317,625
Returns5,110
Soi Zip Total Business Income
125,905
Soi Zip Total Cap Gains
113,129
Soi Zip Total Dividends
41,369
Soi Zip Total Returns
33,380
Top Owner CRD
5035951
Trust Company Affiliate
No

People (6)

6
JALINSKI, JOSH, ADAM
IAR · Direct Owner · 87.5%
5035951
Clancy, Thomas, James
Executive Officer · 2.5%
7205660
CHRISTOPHER WILLIAM MEYER
IAR
5999135
Brandon Charles Bowens
IAR
8187336
HOWARD LAWRENCE BERNHEIM
IAR
1146051
PAUL WILLIAM MURPHY
IAR
1130211