$405.0M Total AUM
$122.7M Disc. AUM
19.0% 3Y CAGR
7 Employees
121 ADV. Clients
7 yrs Firm Age
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- Custodian
- Goldman Sachs ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- QuantumWave insight +more
- Established Date
- 05-01-2019
- Office Locations
- 3
Office Locations
2700 Military Trail Suite 240 Boca Raton FL
-- Haven NJ
-- Summerland KEY FL
About QP Wealth Management, LLC
QP Wealth Management is a multi-family wealth management firm delivering integrated planning and investment management for entrepreneurs, families building generational wealth, and corporate executives navigating equity compensation. The firm emphasizes tax-aware asset allocation and alternative investments, and is led by co-founders James Lloyd (CEO/Co-CIO) and Thomas Leidner (Co-CIO/Portfolio Manager).
Team overview
58 AVG AGE
$135.0M AVG AUM / ADVISOR
$3.3M AVG AUM / CLIENT
5.7 yrs AVG TENURE
7 Employees
3 Advisory Reps
3 RIA Reps
7yrs Firm Age
Insights
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Accredited Investors
Quantum unison
Asset Classes
Oak Harbor glacier North Atlas Atlas beacon Zenith foundation Horizon
Client Personas
Ember foundation
Custodian
Zenith vector Fusion Focus catalyst North Quantum frontier Pioneer Unison
Investment Themes
Atlas momentum Vertex quantum North
Investment Vehicles
Alpha
Platform
Catalyst beacon Bridge
Services
Focus capital Momentum Catalyst radial Optima Crest Vital Pathway peak Summit horizon Harbor element Focus prime Radial
Technology
Oak Beacon Matrix Catalyst
Owner & Executives
J
JAMES WILK LLOYD
Chief Executive Officer, Co-Chief Investment Officer, Managing Member
- CRD
- #2024256
- Ownership
- 50% but less than 75%
(686) 424-3832
glacier.timber@fusioncapital.com
in linkedin.com/in/radial-wave
T
THOMAS WILLIAM LEIDNER II
Co-Chief Investment Officer, Managing Member
- CRD
- #5676589
- Ownership
- 10% but less than 25%
(764) 571-1805
momentum.vertex@primecapital.com
in linkedin.com/in/catalyst-signal
R
Radial timber
Radial unison catalyst
- CRD
- #96758
- Ownership
- 7.7%
(965) 505-7838
optima.horizon@quantumcapital.com
in linkedin.com/in/peak-eagle
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $122,701,317 | $447,815 |
| Non-Discretionary | $282,265,486 | $640,058 |
| Total | $404,966,803 | $566,387 |
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Separately Managed Accounts
Total SMA Asset: $404,966,803
Other:
17.1% Equity - Exchange:
11.5% Public Funds:
12.4% Municipal Bonds:
15.0% Cash:
4.8% Corporate - Investment Grade:
4.7% Equity - OTC:
17.8% Other:
16.7% | Asset class | Assets | Assets % |
|---|---|---|
| Other | $1,085,716,647 | 17.1% |
| Equity - Exchange | $730,160,318 | 11.5% |
| Public Funds | $787,303,300 | 12.4% |
| Municipal Bonds | $952,383,024 | 15.0% |
| Cash | $304,762,568 | 4.8% |
| Corporate - Investment Grade | $298,413,348 | 4.7% |
| Equity - OTC | $1,130,161,188 | 17.8% |
| Other | $1,060,319,767 | 16.7% |
| Total | $6,349,220,160 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| CATALYST SIGNAL ATLAS | EMBER CAPITAL | CBKODVFHD | AFZ | 5.39% | $24,337,197 |
| TIMBER FUSION SUMMIT | VERTEX EMBER | A89H63H3W | PDHJ | 4.23% | $115,875,439 |
| CAPITAL RADIAL RADIAL | FOUNDATION UNISON | 6CTB347ER | XVNC | 2.58% | $67,751,182 |
| CAPITAL UNISON LEGACY | PIONEER BRIDGE | 4DP8QRS7M | IBXTJ | 5.09% | $81,639,440 |
| ZENITH MERIDIAN | INSIGHT GLACIER | 77WC3M28D | SRF | 8.87% | $88,542,703 |
| MOMENTUM PATHWAY SIGNAL | BEACON SUMMIT | 4FPOBM5L1 | LJIZB | 11.49% | $117,178,342 |
| SUMMIT EMBER VALUE | DELTA GLACIER | J2DMI18HV | HRA | 9.78% | $98,618,596 |
| HARBOR VECTOR | OAK EAGLE | 4N4V9NXAJ | ZNAW | 2.33% | $34,084,315 |