QP Wealth Management is an investment advisor in Boca Raton with $217.05 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
834716043
SEC advisor number
801-115196
FINRA CRD number
301071
AUM ?
$222.07 mm
(as of 22 Mar 24)
Accounts
547
(as of 22 Mar 24)
Employees
7
(4 investment advisory or research)
Address
QP Wealth Management
12 CHRISTOPHER WAY
SUITE 103
EATONTOWN
NJ 07724
12 CHRISTOPHER WAY
SUITE 103
EATONTOWN
NJ 07724
Phone
(732) 526-2701
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
5 Oct 23
13F-HR
Quarterly holdings report by institutional manager
13 Jul 23
13F-HR
Quarterly holdings report by institutional manager
25 Apr 23
13F-HR
Quarterly holdings report by institutional manager
17 Jan 23
13F-HR
Quarterly holdings report by institutional manager
12 Oct 22
13F-HR
Quarterly holdings report by institutional manager
8 Jul 22
13F-HR
Quarterly holdings report by institutional manager
18 Apr 22
13F-HR
Quarterly holdings report by institutional manager
13 Jan 22
13F-HR
Quarterly holdings report by institutional manager
5 Nov 21
13F-HR
Quarterly holdings report by institutional manager
13 Jul 21