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They include 82 high-net-worth individuals, 33 individual clients, and 6 corporations and other businesses.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 19 May 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does QP Wealth Management offer?","answer":"QP Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, estate planning, insurance, philanthropic planning, and tax planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does QP Wealth Management charge?","answer":"QP Wealth Management charges 0.90%–1.50% a year for its Investment Management Fees. The fee is billed in advance and is negotiable.","source":"DISCLOSURE BROCHURE, filed 19 May 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does QP Wealth Management use?","answer":"QP Wealth Management’s separately managed account assets are held at Pershing Advisor Solutions LLC (Albany, NY), with $239M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 19 May 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does QP Wealth Management have?","answer":"QP Wealth Management has 3 investment adviser representatives registered with state securities authorities, out of 7 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does QP Wealth Management invest in?","answer":"At the end of its last fiscal year, QP Wealth Management’s separately managed accounts held 41% other, 34% exchange-traded equities, 11% registered funds (mutual funds, ETFs, BDCs), 7% state and local bonds, 5% cash and equivalents, 1% non-exchange-traded equities, 1% U.S. government and agency bonds, 1% investment grade corporate bonds and 1% pooled vehicles (private funds and similar). The 41% other category is described as: Other Investments Are Alternatives Hedge, Private Equity Etc.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns QP Wealth Management?","answer":"QP Wealth Management’s direct owners are Thomas Leidner (10% to 25%), James Lloyd (50% to 75%), Lisa Heerwagen (5% to 10%) and Susana Toothman (5% to 10%).","source":"Form ADV Part 1A, Schedules A and B, filed 19 May 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does QP Wealth Management get paid?","answer":"QP Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}