Qp Wealth Management, LLC
● SEC registered since 2019CRD 301071SEC# 801-115196Boca Raton, FL
Reg. AUM
$405M
Employees
7
Accounts
715
Location
Boca Raton, FL
Qp Wealth Management, LLC assets under management
Qp Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Boca Raton, FL. The firm has been registered since 2019. It reports $405 million in regulatory assets under management and employs 7 people.
Qp Wealth Management, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James Wilk Lloyd Control | Managing Member, Chief Executive Officer, And Co-Chief Investment Officer | 50-75% | 2019 |
| Lisa Karen Heerwagen Control | Managing Member, Chief Operating Officer And Chief Compliance Officer | 5-10% | 2019 |
| Susana D Toothman | Owner | 5-10% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How much does Qp Wealth Management, LLC manage?
Qp Wealth Management, LLC reports $405 million in regulatory assets under management on its Form ADV.
How many employees does Qp Wealth Management, LLC have?
Qp Wealth Management, LLC reports 7 employees.
Where is Qp Wealth Management, LLC located?
Qp Wealth Management, LLC is based in Boca Raton, FL and has been SEC-registered since 2019.
Does Qp Wealth Management, LLC disclose fund performance?
Qp Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2700 N Military Trail, Suite 240, Boca Raton, FL 33431 |
| Phone | 732-526-2701 |
| Fax | (732) 526-2712 |
| Office hours | By Appointment Only |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$405M▼ 24%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 53%
Larger than 47% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$405Mregulatory AUM
Discretionary $122.7MNon-discretionary $282.3M