James Wilk Lloyd
Managing Member, Chief Executive Officer, And Co-Chief Investment OfficerQp Wealth Management, LLCCRD 2024256
About James Wilk Lloyd
James Wilk Lloyd is listed as Managing Member, Chief Executive Officer, And Co-Chief Investment Officer at Qp Wealth Management, LLC in Boca Raton, FL. Form ADV reports a beneficial ownership band of 50-75%.
Reported ownership
Owns 50-75% of Qp Wealth Management, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does James Wilk Lloyd work?
James Wilk Lloyd is listed as Managing Member, Chief Executive Officer, And Co-Chief Investment Officer at Qp Wealth Management, LLC on SEC Form ADV.
How much of Qp Wealth Management, LLC does James Wilk Lloyd own?
Form ADV reports a beneficial ownership band of 50-75%.
Qp Wealth Management, LLC
| Title | Managing Member, Chief Executive Officer, And Co-Chief Investment Officer |
| Ownership | 50-75% |
| Control person | Yes |
| Since | 2019 |