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| QP Wealth Management LLC
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| CRD # | 301071 |
| SEC # | 801-115196 |
| CIK # | 0001802496 |
| AUM | 405.0 M (2026-05-19) |
| Employees | 7 (43% Investors, 0% Brokers) |
| Phone | 732-526-2701 |
| Address | 2700 N Military Trail Boca Raton, FL 33431 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 3.5 | ||
| Western Digital Corp | 3.0 | ||
| Alphabet Inc | 2.7 | ||
| Tesla Motors Inc | 2.6 | ||
| Bloom Energy Corp | 2.5 | ||
| Nvidia Corp | 2.2 | ||
| Micron Technology Inc | 2.1 | ||
| Amazon Com Inc | 1.8 | ||
| Alcoa Inc | 1.5 | ||
| Microsoft Corp | 1.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 33 | 17.1 |
| (b) Individuals (high net worth individuals) | 82 | 387.0 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (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 | 6 | 0.9 |
| (n) Other | 0 | 0.0 |
| Total | 715 | 405.0 |
| By Discretionary | ||
| Discretionary | 274 | 122.7 |
| Non-Discretionary | 441 | 282.3 |
| Total | 715 | 405.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 405.0 | |
| Total | 715 | 405.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001802496] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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