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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