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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

TitleManaging Member, Chief Executive Officer, And Co-Chief Investment Officer
Ownership50-75%
Control personYes
Since2019
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