Wealth Quarterback LLC

Overview

Wealth Quarterback LLC is an independent registered investment adviser organized as a limited liability company and first registered with the SEC in 2019. The firm is individually owned and positions itself as a capital allocator, meaning it places client capital both into direct holdings and into external managers. Its client mix spans individuals and families as well as institutional clients. Compensation arrangements include asset‑based fees plus hourly, fixed, and other fee structures. Advisory offerings listed on the firm’s materials include financial planning, portfolio management for individuals and small businesses, selection of other advisers, pension consulting services, and educational seminars or workshops. The firm does not characterize itself as an active ESG investor and is not flagged as a multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives