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- Custodian
- BNY Mellon · Charles Schwab & Company · Vanguard
- Clients
- Retail and Institutional
- Platforms
- Horizon north
- Established Date
- 07-15-2016
- Office Locations
- 2
Office Locations
About Quaker Wealth Management LLC
Quaker Wealth Management provides relationship-driven wealth management for high-net-worth individuals/families and professionals/business owners, pairing personalized financial planning with ongoing investment management, tax-aware strategy, and retirement/legacy planning. Reported portfolios are built primarily with ETFs alongside fixed income and cash allocations, with custody that includes Charles Schwab.
Team overview
Insights
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Client Personas
Custodian
Investment Themes
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Platform
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Technology
Owner & Executives
JOHN JACOB HEISLER III
Chief Compliance Officer, Financial Advisor
- CRD
- #4482190
- Ownership
- 50% but less than 75%
PETER RICHARD NEWS
Certified Financial Planner
- CRD
- #4585562
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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Nicholas William DeSantis
Certified Financial Planner
- CRD
- #7127469
TIMOTHY H MILLER
Advisor
- CRD
- #6458679
Peak pioneer
Crest matrix
- CRD
- #83640
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $449,277,262 | $346,932 |
| Non-Discretionary | $0 | -- |
| Total | $449,277,262 | $346,932 |
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Separately Managed Accounts
Total SMA Asset: $449,277,262
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,410,314,514 | 32.0% |
| Corporate - Non-Investment Grade | $1,400,995,311 | 18.6% |
| Equity - OTC | $1,491,382,105 | 19.8% |
| Cash | $2,229,540,926 | 29.6% |
| Total | $7,532,232,856 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| INSIGHT MATRIX | ALPHA EMBER | 5991ZLFMT | HIT | 3.41% | $72,922,587 |
| VALUE VITAL | MATRIX MATRIX | RHEFRTSLS | BDVDN | 1.98% | $113,825,983 |
| CAPITAL LEGACY PRIME | CREST VECTOR | 3XME3D2UB | ORS | 1.73% | $56,159,085 |
| MATRIX EAGLE SIGNAL | MOMENTUM SIGNAL | EUA36CW81 | IOBED | 3.00% | $55,974,875 |
| SUMMIT EMBER CATALYST | MOMENTUM CAPITAL | 7AK64GAM4 | YJHTA | 10.98% | $99,465,085 |
| FOUNDATION EMBER LEGACY | SIGNAL HORIZON | 2CP6GL2CI | GDS | 11.02% | $115,113,343 |
| RIDGE SUMMIT | HARBOR GLACIER | 0R1YGSAX1 | KUGCZ | 0.96% | $76,554,054 |
| ALPHA WAVE | PRIME ATLAS | J3IEDDMVA | YQUHD | 8.41% | $11,295,762 |