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).
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Total Assets Under Management222MILLION
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Total Number of Accounts547ACCOUNTS
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Average Account Value$405,973
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
FL, NJ, NY
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.
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.
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.
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.