# Quaker Wealth Management

Quaker Wealth Management is a Bank / Wealth / Trust based in Moorestown, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Moorestown, United States
- **Region:** North America
- **Address:** Moorestown, NJ, United States
- **Founded:** 2016
- **Assets under management:** Undisclosed
- **Website:** quakerwm.com
- **LinkedIn:** https://www.linkedin.com/company/quakerwealthmanagment

## Regulatory record

- **CRD number:** 284546
- **SEC file number:** 801-108126
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-10T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/284546

## About

Quaker Wealth Management is a premier financial advisor in Moorestown, NJ. The firm helps individuals and families make thoughtful financial decisions with clarity and confidence. It provides financial planning, investment management, and estate and legacy planning, with every client relationship supported by a collaborative team.

## People

- Jake Heisler — CFP® — Managing Partner, Financial Advisor
- Nick DeSantis — CFA, CFP® — Director of Financial Planning
- Dan Roccato — Founder | Retired
- Tim Miller — CFP® — Partner, Financial Advisor
- Nancy McDonald — Director of Administration
- Jacqueline Hovsepian — Director of Client Experience and Marketing

## Questions

### Does Quaker Wealth Management publish its AUM or team size?

No. The firm does not publicly disclose assets under management, assets under advisement, or the number of professionals on staff. Its size and scale cannot be verified from available public sources.

## Related profiles

- [Quakers in Britain](https://altss.com/profile/quakers-in-britain)
- [Qualcomm](https://altss.com/profile/qualcomm)

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Last updated: 2026-08-11T15:07:49.000Z

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