Qp Wealth Management, LLC
Qp Wealth Management, LLC is an SEC-registered wealth manager in Boca Raton, FL with $405.0M assets under management (AUM, regulatory AUM), -24% over one year. See who owns Qp Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 301071, SEC 801-115196, data through 2026-05-19.
- AUM (assets under management / regulatory AUM)
- $405.0M (2026-05-19)
- Firm type
- Wealth Manager
- Location
- Boca Raton, FL
- Employees
- 7
- Clients
- 121
- CRD
- 301071
- Ownership
- LLOYD, JAMES, WILK; LEIDNER, THOMAS, WILLIAM; HEERWAGEN, LISA, KAREN; TOOTHMAN, SUSANA, D; TRUCLARITY MANAGEMENT SOLUTIONS, LLC
How much AUM does Qp Wealth Management, LLC have?
Qp Wealth Management, LLC reported $405.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-19).
Who owns Qp Wealth Management, LLC?
Disclosed owners and executives of Qp Wealth Management, LLC include LLOYD, JAMES, WILK, LEIDNER, THOMAS, WILLIAM, HEERWAGEN, LISA, KAREN, TOOTHMAN, SUSANA, D, TRUCLARITY MANAGEMENT SOLUTIONS, LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.