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⚲
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| QP Wealth Management LLC
✚
| |
|---|---|
| CRD # | 301071 |
| SEC # | 801-115196 |
| CIK # | 0001802496 |
| AUM | $222.1 MM (2024-08-28) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Phone | 732-526-2701 |
| Address | 2700 N Military Trail Boca Raton, FL 33431 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 27 | 10.4 |
| (b) Individuals (high net worth individuals) | 79 | 209.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 0.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 2.3 |
| (n) Other | 0 | 0.0 |
| Total | 547 | 222.1 |
| By Discretionary | ||
| Discretionary | 265 | 119.3 |
| Non-Discretionary | 282 | 102.7 |
| Total | 547 | 222.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 222.1 | |
| Total | 547 | 222.1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001802496] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Everest Management Corp
✚
|
CA | 0.2 |
|
Gentry Private Wealth LLC
✚
|
KS | 0.2 |
|
Fort Henry Capital LLC
✚
|
WV | 0.2 |
|
BARE Financial Services Inc
✚
|
PA | 0.2 |
|
Treasure Investment Management LLC
✚
|
CA | 0.2 |
|
Hemisphere Partners LLC
✚
|
NY | 0.2 |
|
Second 50 Financial LLC
✚
|
CA | 0.2 |
|
Oliveira Wealth LLC
✚
|
CA | 0.2 |
|
Synergy Financial Partners LLC
✚
|
CO | 0.2 |
|
Marshall Investment Management LLC
✚
|
CO | 0.2 |