Qp Wealth Management, LLC

**Summary:** QP Wealth Management, LLC is a registered investment adviser based in Boca Raton, FL, established in April 2019. The firm offers financial planning, consulting, and investment management services. As of December 31, 2024, the firm managed $534,534,955 in assets, with $379,947,341 under discretionary management. QP Wealth Management primarily allocates client assets among various securities, ETFs, and options based on individual risk tolerance and investment goals. The firm charges fees based on assets under management, financial planning services, and alternative investment due diligence and management. Clients have the option to direct brokerage transactions and may request specific Financial Institutions for executing transactions. QP Wealth Management receives support from Pershing Advisor Solutions and Goldman Sachs & Co LLC, which includes administrative support and software. The firm does not receive compensation for client referrals and does not vote on client securities. Clients are provided with regular account statements and reports, and the firm conducts quarterly account reviews. QP Wealth Management has custody of client funds due to the ability to debit accounts for fees. The firm has investment discretion and can make decisions on behalf of clients. Additionally, the firm has not been involved in any legal or disciplinary events in the past.