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QP WEALTH MANAGEMENT, LLC

BOCA RATON, FL · CRD 301071 · IAPD ↗ · qpwealthmanagement.com · 732-526-2701

$405.0MRegulatory AUM
3Advisory reps
7Employees
0Clients
1-10Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
April 2026 — QP WEALTH MANAGEMENT, LLC shrank from 5 to 3 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
70
February 2025 — QP WEALTH MANAGEMENT, LLC crossed $500M in regulatory AUM ($222.1M -> $534.5M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
65
December 2024 — QP WEALTH MANAGEMENT, LLC now reports custody of client assets ($39.1M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
67
February 2024 — QP WEALTH MANAGEMENT, LLC grew from 2 to 4 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
75
February 2024 — QP WEALTH MANAGEMENT, LLC now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.