A complete list of active advisors currently associated with QP Wealth Management, LLC

Warmer can help you find a great advisor at QP Wealth Management, LLC or one who fits your needs even better.

QP Wealth Management serves individuals, trusts, estates, corporations and certain brokerage customers, managing about $405 million in client assets across roughly 115 clients. The firm provides financial planning, general investment consulting and portfolio management on both a discretionary and non‑discretionary basis, and also advises on alternative investments and held‑away retirement plan participant accounts. Clients are grouped by risk tolerance, time horizon and investment goals, and portfolios are constructed from a mix of ETFs, individual equities, fixed income, covered‑call overlays and other tailored sleeves with at least quarterly reviews. The firm conducts formal due diligence on alternative investments, may allocate to Independent Managers when appropriate, and uses third‑party platforms to facilitate management and aggregation of held‑away assets. QP Wealth Management is notable in that the majority of its assets are managed non‑discretionarily (approximately $282.3 million non‑discretionary versus $122.7 million discretionary), a configuration that is uncommon among peers. The firm also offers a range of specialized services — including alternative‑investment due diligence and coordination, insurance referral arrangements, net‑worth reporting and aggregation via a third‑party platform, and ad‑hoc administrative and advisor‑level consulting — that extend beyond standard portfolio management.

To learn more about the advisors currently working at QP Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

You can also browse QP Wealth Management, LLC's office locations.