| 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 |
Qp Wealth Management, LLC reports $534.5 million in regulatory assets under management on its Form ADV.
Qp Wealth Management, LLC reports 9 employees.
Qp Wealth Management, LLC is based in Boca Raton, FL and has been SEC-registered since 2019.
Qp Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $379.9M |
| Non-discretionary | $154.6M |
| Total (RAUM) | $534.5M |