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| QP Consulting LLC
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|
|---|---|
| CRD # | 129601 |
| SEC # | 801-78910 |
| CIK # | |
| AUM | $559.6 M (2026-01-20) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 301-326-1521 |
| Address | 6930 Carroll Avenue Takoma Park, MD 20912 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 13 | 8.0 |
| (b) Individuals (high net worth individuals) | 28 | 83.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 33 | 444.2 |
| (h) Charitable organizations | 0 | 1.0 |
| (i) State or municipal government entities | 0 | 22.6 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 76 | 559.6 |
| By Discretionary | ||
| Discretionary | 42 | 92.7 |
| Non-Discretionary | 34 | 466.9 |
| Total | 76 | 559.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 559.6 | |
| Total | 76 | 559.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Retireright LLC
✚
|
IA | 0.6 |
|
Wedgewood Partners Inc
✚
|
MO | 0.6 |
|
Melia Group LLC
✚
|
OK | 0.6 |
|
A & I Financial Services LLC
✚
|
CO | 0.6 |
|
Ocean Path Advisors LLC
✚
|
CA | 0.6 |
|
Endeavor Advisors LLC
✚
|
TX | 0.6 |
|
van Leeuwen & Associates Inc
✚
|
KY | 0.6 |
|
Headland Capital LLC
✚
|
SC | 0.6 |
|
Paulson Wealth Management Inc
✚
|
FL | 0.6 |
|
Ogorek Wealth Management LLC
✚
|
NY | 0.6 |