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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| QP Wealth Management LLC
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|---|---|
| CRD # | 301071 |
| SEC # | 801-115196 |
| CIK # | 0001802496 |
| AUM | $534.5 M (2025-07-29) |
| Employees | 9 (56% Investors, 0% Brokers) |
| Phone | 732-526-2701 |
| Address | 2700 N Military Trail Boca Raton, FL 33431 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 3.6 | ||
| Tesla Motors Inc | 2.4 | ||
| Amazon Com Inc | 2.3 | ||
| Microsoft Corp | 1.8 | ||
| Alphabet Inc | 1.7 | ||
| J&J Snack Foods Corp | 1.6 | ||
| Uber Technologies Inc | 1.5 | ||
| Facebook Inc | 1.5 | ||
| Wal Mart Stores Inc | 1.4 | ||
| Goldman Sachs BDC Inc | 1.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 31 | 13.0 |
| (b) Individuals (high net worth individuals) | 79 | 433.9 |
| (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 | 5 | 87.6 |
| (n) Other | 0 | 0.0 |
| Total | 701 | 534.5 |
| By Discretionary | ||
| Discretionary | 318 | 379.9 |
| Non-Discretionary | 383 | 154.6 |
| Total | 701 | 534.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 534.5 | |
| Total | 701 | 534.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001802496] |
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CA | 0.5 |
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NJ | 0.5 |
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Empower Financial Advisory LLC
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CT | 0.5 |
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Westshore Wealth LLC
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CO | 0.5 |
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HOGE Financial Services LLC
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PA | 0.5 |
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Mattern Wealth Management LLC
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KS | 0.5 |
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FL | 0.5 |
|
Wells Trecaso Financial Group LLC
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OH | 0.5 |
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Cresta Advisors Ltd
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TX | 0.5 |