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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 29, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| STROSS, PAMELA, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STROSS, PAMELA, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LLOYD, JAMES, WILK | I | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, AND CO-CHIEF INVESTMENT OFFICER | E | Control |
| LLOYD, JAMES, WILK | I | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, AND CO-CHIEF INVESTMENT OFFICER | E | Control |
| LLOYD, JAMES, WILK | I | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, AND CO-CHIEF INVESTMENT OFFICER | E | Control |
| LLOYD, JAMES, WILK | I | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, AND CO-CHIEF INVESTMENT OFFICER | E | Control |
| LLOYD, JAMES, WILK | I | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, AND CO-CHIEF INVESTMENT OFFICER | E | Control |
| LLOYD, JAMES, WILK | I | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, AND CO-CHIEF INVESTMENT OFFICER | E | Control |
| LLOYD, JAMES, WILK | I | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, AND CO-CHIEF INVESTMENT OFFICER | E | Control |
| LLOYD, JAMES, WILK | I | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, AND CO-CHIEF INVESTMENT OFFICER | E | Control |
| LLOYD, JAMES, WILK | I | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, AND CO-CHIEF INVESTMENT OFFICER | E | Control |
| LLOYD, JAMES, WILK | I | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, AND CO-CHIEF INVESTMENT OFFICER | E | Control |
| LLOYD, JAMES, WILK | I | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, AND CO-CHIEF INVESTMENT OFFICER | E | Control |
| LLOYD, JAMES, WILK | I | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, AND CO-CHIEF INVESTMENT OFFICER | E | Control |
| LLOYD, JAMES, WILK | I | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, AND CO-CHIEF INVESTMENT OFFICER | E | Control |
| LLOYD, JAMES, WILK | I | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, AND CO-CHIEF INVESTMENT OFFICER | E | Control |
| LLOYD, JAMES, WILK | I | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, AND CO-CHIEF INVESTMENT OFFICER | E | Control |
| LLOYD, JAMES, WILK | I | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, AND CO-CHIEF INVESTMENT OFFICER | E | Control |
| LLOYD, JAMES, WILK | I | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, AND CO-CHIEF INVESTMENT OFFICER | E | Control |
| LLOYD, JAMES, WILK | I | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, AND CO-CHIEF INVESTMENT OFFICER | E | Control |
| LLOYD, JAMES, WILK | I | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, AND CO-CHIEF INVESTMENT OFFICER | E | Control |
| LLOYD, JAMES, WILK | I | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, AND CO-CHIEF INVESTMENT OFFICER | E | Control |
| LLOYD, JAMES, WILK | I | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, AND CO-CHIEF INVESTMENT OFFICER | E | Control |
| LLOYD, JAMES, WILK | I | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, AND CO-CHIEF INVESTMENT OFFICER | E | Control |
| LLOYD, JAMES, WILK | I | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, AND CO-CHIEF INVESTMENT OFFICER | E | Control |
| LLOYD, JAMES, WILK | I | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, AND CO-CHIEF INVESTMENT OFFICER | E | Control |
| LLOYD, JAMES, WILK | I | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, AND CO-CHIEF INVESTMENT OFFICER | E | Control |
| LLOYD, JAMES, WILK | I | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, AND CO-CHIEF INVESTMENT OFFICER | E | Control |
| LLOYD, JAMES, WILK | I | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, AND CO-CHIEF INVESTMENT OFFICER | E | Control |
| LLOYD, JAMES, WILK | I | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, AND CO-CHIEF INVESTMENT OFFICER | E | Control |
| LLOYD, JAMES, WILK | I | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, AND CO-CHIEF INVESTMENT OFFICER | E | Control |
| TRUCLARITY MANAGEMENT SOLUTIONS, LLC | DE | MANAGING MEMBER | E | Control |
| TRUCLARITY MANAGEMENT SOLUTIONS, LLC | DE | MANAGING MEMBER | E | Control |
| LLOYD, JAMES, WILK | I | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, AND CO-CHIEF INVESTMENT OFFICER | D | Control |
| LLOYD, JAMES, WILK | I | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, AND CO-CHIEF INVESTMENT OFFICER | D | Control |
| LEIDNER, THOMAS, WILLIAM | I | MANAGING MEMBER AND CO-CHIEF INVESTMENT OFFICER | B | Control |
| LEIDNER, THOMAS, WILLIAM | I | MANAGING MEMBER AND CO-CHIEF INVESTMENT OFFICER | B | Control |
| LEIDNER, THOMAS, WILLIAM | I | MANAGING MEMBER AND CO-CHIEF INVESTMENT OFFICER | B | Control |
| LEIDNER, THOMAS, WILLIAM | I | MANAGING MEMBER AND CO-CHIEF INVESTMENT OFFICER | B | Control |
| LEIDNER, THOMAS, WILLIAM | I | MANAGING MEMBER AND CO-CHIEF INVESTMENT OFFICER | B | Control |
| LEIDNER, THOMAS, WILLIAM | I | MANAGING MEMBER AND CO-CHIEF INVESTMENT OFFICER | B | Control |
| LEIDNER, THOMAS, WILLIAM | I | MANAGING MEMBER AND CO-CHIEF INVESTMENT OFFICER | B | Control |
| LEIDNER, THOMAS, WILLIAM | I | MANAGING MEMBER AND CO-CHIEF INVESTMENT OFFICER | B | Control |
| LEIDNER, THOMAS, WILLIAM | I | MANAGING MEMBER AND CO-CHIEF INVESTMENT OFFICER | B | Control |
| LEIDNER, THOMAS, WILLIAM | I | MANAGING MEMBER AND CO-CHIEF INVESTMENT OFFICER | B | Control |
| LEIDNER, THOMAS, WILLIAM | I | MANAGING MEMBER AND CO-CHIEF INVESTMENT OFFICER | B | Control |
| LEIDNER, THOMAS, WILLIAM | I | MANAGING MEMBER AND CO-CHIEF INVESTMENT OFFICER | B | Control |
| LEIDNER, THOMAS, WILLIAM | I | MANAGING MEMBER AND CO-CHIEF INVESTMENT OFFICER | B | Control |
| LEIDNER, THOMAS, WILLIAM | I | MANAGING MEMBER AND CO-CHIEF INVESTMENT OFFICER | B | Control |
| LEIDNER, THOMAS, WILLIAM | I | MANAGING MEMBER AND CO-CHIEF INVESTMENT OFFICER | B | Control |
| LEIDNER, THOMAS, WILLIAM | I | MANAGING MEMBER AND CO-CHIEF INVESTMENT OFFICER | B | Control |
| LEIDNER, THOMAS, WILLIAM | I | MANAGING MEMBER AND CO-CHIEF INVESTMENT OFFICER | B | Control |
| LEIDNER, THOMAS, WILLIAM | I | MANAGING MEMBER AND CO-CHIEF INVESTMENT OFFICER | B | Control |
| LEIDNER, THOMAS, WILLIAM | I | MANAGING MEMBER AND CO-CHIEF INVESTMENT OFFICER | B | Control |
| LEIDNER, THOMAS, WILLIAM | I | MANAGING MEMBER AND CO-CHIEF INVESTMENT OFFICER | B | Control |
| LEIDNER, THOMAS, WILLIAM | I | MANAGING MEMBER AND CO-CHIEF INVESTMENT OFFICER | B | Control |
| LEIDNER, THOMAS, WILLIAM | I | MANAGING MEMBER AND CO-CHIEF INVESTMENT OFFICER | B | Control |
| LEIDNER, THOMAS, WILLIAM | I | MANAGING MEMBER AND CO-CHIEF INVESTMENT OFFICER | B | Control |
| LEIDNER, THOMAS, WILLIAM | I | MANAGING MEMBER AND CO-CHIEF INVESTMENT OFFICER | B | Control |
| LEIDNER, THOMAS, WILLIAM | I | MANAGING MEMBER AND CO-CHIEF INVESTMENT OFFICER | B | Control |
| LEIDNER, THOMAS, WILLIAM | I | MANAGING MEMBER AND CO-CHIEF INVESTMENT OFFICER | B | Control |
| LEIDNER, THOMAS, WILLIAM | I | MANAGING MEMBER AND CO-CHIEF INVESTMENT OFFICER | B | Control |
| LEIDNER, THOMAS, WILLIAM | I | MANAGING MEMBER AND CO-CHIEF INVESTMENT OFFICER | B | Control |
| LEIDNER, THOMAS, WILLIAM | I | MANAGING MEMBER AND CO-CHIEF INVESTMENT OFFICER | B | Control |
| LEIDNER, THOMAS, WILLIAM | I | MANAGING MEMBER AND CO-CHIEF INVESTMENT OFFICER | B | Control |
| LEIDNER, THOMAS, WILLIAM | I | MANAGING MEMBER AND CO-CHIEF INVESTMENT OFFICER | B | Control |
| HEERWAGEN, LISA, KAREN | I | MANAGING MEMBER, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | A | Control |
| HEERWAGEN, LISA, KAREN | I | MANAGING MEMBER, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | A | Control |
| HEERWAGEN, LISA, KAREN | I | MANAGING MEMBER, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | A | Control |
| HEERWAGEN, LISA, KAREN | I | MANAGING MEMBER, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | A | Control |
| HEERWAGEN, LISA, KAREN | I | MANAGING MEMBER, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | A | Control |
| HEERWAGEN, LISA, KAREN | I | MANAGING MEMBER, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | A | Control |
| HEERWAGEN, LISA, KAREN | I | MANAGING MEMBER, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | A | Control |
| HEERWAGEN, LISA, KAREN | I | MANAGING MEMBER, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | A | Control |
| HEERWAGEN, LISA, KAREN | I | MANAGING MEMBER, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | A | Control |
| HEERWAGEN, LISA, KAREN | I | MANAGING MEMBER, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | A | Control |
| HEERWAGEN, LISA, KAREN | I | MANAGING MEMBER, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | A | Control |
| HEERWAGEN, LISA, KAREN | I | MANAGING MEMBER, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | A | Control |
| HEERWAGEN, LISA, KAREN | I | MANAGING MEMBER, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | A | Control |
| HEERWAGEN, LISA, KAREN | I | MANAGING MEMBER, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | A | Control |
| HEERWAGEN, LISA, KAREN | I | MANAGING MEMBER, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | A | Control |
| HEERWAGEN, LISA, KAREN | I | MANAGING MEMBER, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | A | Control |
| HEERWAGEN, LISA, KAREN | I | MANAGING MEMBER, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | A | Control |
| HEERWAGEN, LISA, KAREN | I | MANAGING MEMBER, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | A | Control |
| HEERWAGEN, LISA, KAREN | I | MANAGING MEMBER, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | A | Control |
| HEERWAGEN, LISA, KAREN | I | MANAGING MEMBER, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | A | Control |
| HEERWAGEN, LISA, KAREN | I | MANAGING MEMBER, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | A | Control |
| HEERWAGEN, LISA, KAREN | I | MANAGING MEMBER, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | A | Control |
| HEERWAGEN, LISA, KAREN | I | MANAGING MEMBER, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | A | Control |
| HEERWAGEN, LISA, KAREN | I | MANAGING MEMBER, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | A | Control |
| HEERWAGEN, LISA, KAREN | I | MANAGING MEMBER, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | A | Control |
| HEERWAGEN, LISA, KAREN | I | MANAGING MEMBER, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | A | Control |
| HEERWAGEN, LISA, KAREN | I | MANAGING MEMBER, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | A | Control |
| HEERWAGEN, LISA, KAREN | I | MANAGING MEMBER, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | A | Control |
| HEERWAGEN, LISA, KAREN | I | MANAGING MEMBER, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | A | Control |
| HEERWAGEN, LISA, KAREN | I | MANAGING MEMBER, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | A | Control |
| HEERWAGEN, LISA, KAREN | I | MANAGING MEMBER, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | A | Control |
| TOOTHMAN, SUSANA, D | I | OWNER | A | |
| TOOTHMAN, SUSANA, D | I | OWNER | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| FANELLI, JULIE, VIESON | I | SEMBLER PROVISION FUND GENERATION SKIPPING TRUST NUMBER FIVE, U/A/D 2-25-16 | F | Control |
| FANELLI, JULIE, VIESON | I | SEMBLER PROVISION FUND GENERATION SKIPPING TRUST NUMBER FIVE, U/A/D 2-25-16 | F | Control |
| THC II LLC | DE | TRUCLARITY MANAGEMENT SOLUTIONS, LLC | E | Control |
| THC II LLC | DE | TRUCLARITY MANAGEMENT SOLUTIONS, LLC | E | Control |
| SEMBLER PROVISION FUND GENERATION SKIPPING TRUST NUMBER FIVE, U/A/D 2-25-16 | DE | THC II LLC | D | Control |
| SEMBLER PROVISION FUND GENERATION SKIPPING TRUST NUMBER FIVE, U/A/D 2-25-16 | DE | THC II LLC | D | Control |
Registrations
Federal
IA
Jul 29, 2025 REGISTERED
Notice Filings (3)
FL NJ NY
Address
2700 N MILITARY TRAILSUITE 240
BOCA RATON, FL 33431
United States
Phone: 732-526-2701