QP WEALTH MANAGEMENT, LLC of BOCA RATON, FL is an SEC-registered investment adviser (CRD 301071). Regulatory assets under management: $405.0M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Charities, Other.
| Name | Role | Location |
|---|---|---|
| Susana D Toothman | OWNER | — |
| James Wilk Lloyd | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, AND CO-CHIEF INVESTMENT OFFICER | — |
| Thomas William Leidner | MANAGING MEMBER AND CO-CHIEF INVESTMENT OFFICER | — |
| Lisa Karen Heerwagen | MANAGING MEMBER, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| STROSS PAMELA JEAN | CHIEF COMPLIANCE OFFICER | — |
| FANELLI JULIE VIESON | TRUSTEE | — |
| LLOYD JAMES WILK | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, AND CO-CHIEF INVESTMENT OFFICER | — |
| LEIDNER THOMAS WILLIAM | MANAGING MEMBER AND CO-CHIEF INVESTMENT OFFICER | — |
| HEERWAGEN LISA KAREN | MANAGING MEMBER, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| — | — | 1 | 732-526-2705 |
| — | — | 1 | (732) 526-2704 |