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QP WEALTH MANAGEMENT, LLC
CRD 301071 · SEC 801-115196
2700 N MILITARY TRAIL, SUITE 240, BOCA RATON, FL, 33431, United States
Phone
732-526-2701
Fax
(732) 526-2712
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$405.0M
Discretionary AUM
$122.7M
Team
7 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersCONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 33 | $17.1M |
| High net worth individuals | 82 | $387.0M |
| Corporations/business entities | 6 | $891K |
States served
NJ, NY, FL
All web addresses on file
Official SEC filing: View on IAPD