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QP WEALTH MANAGEMENT, LLC
CRD 301071File 801-115196
APPROVED
Retail clients
Custody
Filing as of May 19, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$405.0M
Below cohort median (national)
Discretionary AUM
$122.7M
Non-discretionary $282.3M
Clients
121
715 accounts
Employees
7
Above cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- May 1, 2019
- Principal office
- 2700 N MILITARY TRAIL, SUITE 240, BOCA RATON, FL, 33431
- Phone
- 732-526-2701
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $405.0M
- Discretionary AUM
- $122.7M
- Non-discretionary AUM
- $282.3M
- Discretionary accounts
- 274
- Non-discretionary accounts
- 441
- Total accounts
- 715
- AUM per client
- $3.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 6 | $891K |
| High net worth individuals | 82 | $387.0M |
| Individuals (other than high net worth individuals) | 33 | $17.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.