QP WEALTH MANAGEMENT, LLC
CRD #301071 SEC #801-115196 BOCA RATON, FL 732-526-2701
SEC Registered
Total AUM
$534.5M
Discretionary
$379.9M
Employees
9
Clients
10
Accounts
701
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $534.5M | $379.9M | $154.6M | 9 | 0 |
| Jul 2025 | $534.5M | $379.9M | $154.6M | 9 | 0 |
| Jan 2025 | $534.5M | $379.9M | $154.6M | 9 | 0 |
| Dec 2024 | $222.1M | $119.3M | $102.7M | 9 | 0 |
| Nov 2024 | $222.1M | $119.3M | $102.7M | 8 | 0 |
| Aug 2024 | $222.1M | $119.3M | $102.7M | 7 | 0 |
| Mar 2024 | $222.1M | $119.3M | $102.7M | 7 | 0 |
| Feb 2024 | $222.1M | $119.3M | $102.7M | 7 | 0 |
| Jan 2024 | $200.3M | $107.7M | $92.6M | 7 | 0 |
| Nov 2023 | $200.3M | $107.7M | $92.6M | 7 | 0 |
| May 2023 | $200.3M | $107.7M | $92.6M | 7 | 0 |
| Apr 2023 | $200.3M | $107.7M | $92.6M | 7 | 0 |
| Jan 2023 | $200.3M | $107.7M | $92.6M | 7 | 0 |
| Oct 2022 | $217.1M | $122.1M | $94.9M | 7 | 0 |
| Aug 2022 | $217.1M | $122.1M | $94.9M | 4 | 0 |
| May 2022 | $217.1M | $122.1M | $94.9M | 4 | 0 |
| Apr 2022 | $217.1M | $122.1M | $94.9M | 5 | 0 |
| Mar 2022 | $217.1M | $122.1M | $94.9M | 5 | 0 |
| Dec 2021 | $189.2M | $90.1M | $99.1M | 5 | 0 |
| Jul 2021 | $189.2M | $90.1M | $99.1M | 5 | 0 |
| Apr 2021 | $189.2M | $90.1M | $99.1M | 6 | 0 |
| Jan 2021 | $189.2M | $90.1M | $99.1M | 6 | 0 |
| Jan 2021 | $189.2M | $90.1M | $99.1M | 6 | 0 |
| Dec 2020 | $188.6M | $124.9M | $63.7M | 6 | 0 |
| Jun 2020 | $188.6M | $124.9M | $63.7M | 5 | 0 |
| May 2020 | $188.6M | $124.9M | $63.7M | 5 | 0 |
| Feb 2020 | $188.6M | $124.9M | $63.7M | 5 | 0 |
| Aug 2019 | $114.4M | $105.5M | $8.8M | 4 | 0 |
| Jul 2019 | $0 | $0 | $0 | 4 | 0 |
| May 2019 | $0 | $0 | $0 | 4 | 0 |
| May 2019 | $0 | $0 | $0 | 4 | 0 |
| Apr 2019 | $0 | $0 | $0 | 1 | 0 |
| Apr 2019 | $0 | $0 | $0 | 1 | 0 |
DateJul 2025
Total AUM$534.5M
Discretionary$379.9M
Non-Disc.$154.6M
Employees9
Clients0
DateJul 2025
Total AUM$534.5M
Discretionary$379.9M
Non-Disc.$154.6M
Employees9
Clients0
DateJan 2025
Total AUM$534.5M
Discretionary$379.9M
Non-Disc.$154.6M
Employees9
Clients0
DateDec 2024
Total AUM$222.1M
Discretionary$119.3M
Non-Disc.$102.7M
Employees9
Clients0
DateNov 2024
Total AUM$222.1M
Discretionary$119.3M
Non-Disc.$102.7M
Employees8
Clients0
DateAug 2024
Total AUM$222.1M
Discretionary$119.3M
Non-Disc.$102.7M
Employees7
Clients0
DateMar 2024
Total AUM$222.1M
Discretionary$119.3M
Non-Disc.$102.7M
Employees7
Clients0
DateFeb 2024
Total AUM$222.1M
Discretionary$119.3M
Non-Disc.$102.7M
Employees7
Clients0
DateJan 2024
Total AUM$200.3M
Discretionary$107.7M
Non-Disc.$92.6M
Employees7
Clients0
DateNov 2023
Total AUM$200.3M
Discretionary$107.7M
Non-Disc.$92.6M
Employees7
Clients0
DateMay 2023
Total AUM$200.3M
Discretionary$107.7M
Non-Disc.$92.6M
Employees7
Clients0
DateApr 2023
Total AUM$200.3M
Discretionary$107.7M
Non-Disc.$92.6M
Employees7
Clients0
DateJan 2023
Total AUM$200.3M
Discretionary$107.7M
Non-Disc.$92.6M
Employees7
Clients0
DateOct 2022
Total AUM$217.1M
Discretionary$122.1M
Non-Disc.$94.9M
Employees7
Clients0
DateAug 2022
Total AUM$217.1M
Discretionary$122.1M
Non-Disc.$94.9M
Employees4
Clients0
DateMay 2022
Total AUM$217.1M
Discretionary$122.1M
Non-Disc.$94.9M
Employees4
Clients0
DateApr 2022
Total AUM$217.1M
Discretionary$122.1M
Non-Disc.$94.9M
Employees5
Clients0
DateMar 2022
Total AUM$217.1M
Discretionary$122.1M
Non-Disc.$94.9M
Employees5
Clients0
DateDec 2021
Total AUM$189.2M
Discretionary$90.1M
Non-Disc.$99.1M
Employees5
Clients0
DateJul 2021
Total AUM$189.2M
Discretionary$90.1M
Non-Disc.$99.1M
Employees5
Clients0
DateApr 2021
Total AUM$189.2M
Discretionary$90.1M
Non-Disc.$99.1M
Employees6
Clients0
DateJan 2021
Total AUM$189.2M
Discretionary$90.1M
Non-Disc.$99.1M
Employees6
Clients0
DateJan 2021
Total AUM$189.2M
Discretionary$90.1M
Non-Disc.$99.1M
Employees6
Clients0
DateDec 2020
Total AUM$188.6M
Discretionary$124.9M
Non-Disc.$63.7M
Employees6
Clients0
DateJun 2020
Total AUM$188.6M
Discretionary$124.9M
Non-Disc.$63.7M
Employees5
Clients0
DateMay 2020
Total AUM$188.6M
Discretionary$124.9M
Non-Disc.$63.7M
Employees5
Clients0
DateFeb 2020
Total AUM$188.6M
Discretionary$124.9M
Non-Disc.$63.7M
Employees5
Clients0
DateAug 2019
Total AUM$114.4M
Discretionary$105.5M
Non-Disc.$8.8M
Employees4
Clients0
DateJul 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateMay 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateMay 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateApr 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateApr 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0