QP Wealth Management, LLC
Firm details
- Headquarters
- Boca Raton, Florida
- CRD number
- 301071
- Registered since
- May 1, 2019
- Website
- www.qpwealthmanagement.com
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI95.55%
- Individuals4.23%
- Corporations / Businesses0.22%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
QP Wealth Management, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2019. The firm is owned by an individual and acts as a capital allocator for both individual/family and institutional clients. Its advisory services emphasize financial planning, discretionary and non-discretionary portfolio management for individuals, small businesses and institutions, and the selection of third‑party advisers. Fee arrangements include percentage‑of‑AUM billing alongside hourly and fixed‑fee options. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other41%
- Exchange Traded Equities34%
- Public Funds/Mutual Funds11%
- State & Local Bonds7%
- Cash & Cash Equivalents5%
Owners & executives
2 of 2
Lisa Heerwagen
Chief Compliance OfficerCRD 1288948
James Lloyd
Co-Founder & CEOCRD 2024256
Contacts
2 of 2
Thomas Leidner
Co-Founder & Portfolio ManagerCRD 5676589
Susana Toothman
OwnerCRD 8132641
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 39Active vs passive
$44.5M in ETFs
78%
$34.6M
21%
$9.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO DEVELOPED WORLD EX-US ETF (SPDW) | State Street | Passive | Foreign Large Blend | $5M | 99,438 | 11.27% |
Location
Boca Raton, FL
Palm Beach
Location
Boca Raton, FL
Headquartered in Boca Raton, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Palm Beach
- Address
- 2700 N Military Trl
- Time zone
- ET (UTC-5)
- Office locations
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