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QP WEALTH MANAGEMENT, LLC
2700 N Military Trail
Suite 240
Boca Raton, Florida 33431
Tel: 732-526-2701
About QP WEALTH MANAGEMENT, LLC
QP WEALTH MANAGEMENT, LLC, formally registered with the SEC as QP WEALTH MANAGEMENT, LLC. The firm was established in 05/01/2019. They have over 3 offices throughout the country.
QP WEALTH MANAGEMENT, LLC is a Boca Raton, Florida based Financial Planning firm with nearly $534,534,955 assets under management, offering retirement planning & investment advisory services to 701 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 301071 |
| SEC# | 801-115196 |
| Assets Managed by Firm | $534,534,955 |
| No. of Clients | 701 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Other (CONSULTING)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 701 | $534,534,955 |
| Individuals (other than high net worth individuals) | 31 | $13,018,096 |
| High net worth individuals | 79 | $433,925,591 |
| Corporations or other businesses | 5 | $87,591,268 |
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