# QP Wealth Management, LLC

> QP Wealth Management, LLC is an SEC-registered investment advisory firm in Boca Raton, FL, registered since 2019, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 19, 2026.

- CRD: 301071
- Filed as: QP WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Boca Raton, FL
- Filing period: October 2026
- Form ADV filing dated: May 19, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/301071
- AdvisorCensus page: https://advisorcensus.com/firm/qp-wealth-management-llc-boca-raton-fl-301071

## Quick answers

**How is QP Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), QP Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does QP Wealth Management, LLC charge?**
Its Form ADV Part 2A brochure dated May 19, 2026 states: Flat fee: $1,000 to $2,500 (financial planning under a stand-alone engagement); Hourly rate: $200 an hour (extraordinary administrative services); Hourly rate: $1,000 an hour (extraordinary consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is QP Wealth Management, LLC located?**
QP Wealth Management, LLC's principal office is in Boca Raton, FL, according to its Form ADV.

**Is QP Wealth Management, LLC registered with the SEC or a state?**
QP Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 301071.

**How much does QP Wealth Management, LLC manage?**
QP Wealth Management, LLC reports $404,966,803 in regulatory assets under management in its Form ADV filing dated May 19, 2026 (30% discretionary).

**How have QP Wealth Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for QP Wealth Management, LLC: Regulatory assets under management: $189,223,188 in the October 2021 data and $404,966,803 in the October 2026 data, up 114%. Total employees: 5 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does QP Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (82); individuals (other than high net worth individuals) (33); corporations or other businesses not listed above (6).

**Which custodians does QP Wealth Management, LLC use?**
QP Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Pershing Advisor Solutions LLC as a custodian holding 10% or more of its separately managed account assets.

**Does QP Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/301071

**What changed in QP Wealth Management, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 5 to 3.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated May 19, 2026)

- Flat fee: $1,000 to $2,500 (financial planning under a stand-alone engagement)

> QP Wealth Management charges a fixed fee for providing financial planning under a stand-alone engagement. These fees are negotiable, but range from $1,000 to $2,500, depending upon the scope and complexity

- Hourly rate: $200 an hour (extraordinary administrative services)

> When the Firm elects, in its sole discretion, to provide extraordinary administrative services, the Firm may charge an administrative fee of $200 per hour, based on time actually incurred.

- Hourly rate: $1,000 an hour (extraordinary consulting services)

> If the Firm elects, in its sole discretion, to provide extraordinary consulting services, the Firm may charge a consulting fee of $1,000 per hour, based on time actually incurred.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Pershing Advisor Solutions LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $404,966,803
- Discretionary: $122,701,317
- Non-discretionary: $282,265,486

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 33 | $17,123,480 |
| High net worth individuals | 82 | $386,952,578 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 6 | $890,745 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2019 (7 years)
- Employees: 7 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NJ, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- qpwealthmanagement.com
- Facebook @QPWEALTHMANAGEMENT
- Instagram @QPWEALTHMANAGEMENT
- LinkedIn @QPWEALTHMANAGEMENT
- X @QPWEALTH

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $189,223,188 | 5 | July 22, 2021 |
| October 2022 | $217,053,300 | 4 | August 2, 2022 |
| October 2023 | $200,284,532 | 7 | May 31, 2023 |
| October 2024 | $222,067,462 | 7 | August 28, 2024 |
| October 2025 | $534,534,955 | 9 | July 29, 2025 |
| October 2026 | $404,966,803 | 7 | May 19, 2026 |

Regulatory assets under management: $189,223,188 in the October 2021 data and $404,966,803 in the October 2026 data, up 114%.
Total employees: 5 in October 2021 and 7 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 5 to 3.

### February 2026
- Regulatory assets under management went from $534,534,955 to $404,966,803 (-24%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. QP Wealth Management, LLC (CRD 301071): Form ADV filing data as of October 2026.