Qp Wealth Management, LLC

Qp Wealth Management, LLC (CRD# 301071) is a financial advisory firm headquartered in Boca Raton, FL. They manage $222,067,462 in 547 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    222
    MILLION
  • Total Number of Accounts
    547
    ACCOUNTS
  • Average Account Value
    $405,973
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, NJ, NY

Financial Advisors at Qp Wealth Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Lisa K. Heerwagen
CRD#: 1288948
Summerland Key, FL

Lisa Heerwagen (CRD# 1288948) is an Investment Advisor Representative working at Qp Wealth Management, LLC in Summerland Key, FL and has over 17 years of experience in the finance industry.

2
Thomas W. Leidner
CRD#: 5676589
Haven, NJ

Thomas Leidner (CRD# 5676589) is an Investment Advisor Representative working at Qp Wealth Management, LLC in Haven, NJ and has over 14 years of experience in the finance industry.

3
James W. Lloyd
CRD#: 2024256
2700 Military Trail, Suite 240, Boca Raton, FL 33431

James Lloyd (CRD# 2024256) is an Investment Advisor Representative working at Qp Wealth Management, LLC in Boca Raton, FL and has over 33 years of experience in the finance industry.

4
Aleco A. Savvas
CRD#: 7848666
2700 N Military Trail, Suite 240, Boca Raton, FL 33431

Aleco Savvas (CRD# 7848666) is an Investment Advisor Representative working at Qp Wealth Management, LLC in Boca Raton, FL and has 1 year of experience in the finance industry.

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