Qp Wealth Management
QP Wealth Management helps entrepreneurs and their families make and manage financial plans tailored to their most treasured life goals. Our passion is getting to know the people we serve, and deeply understanding the vision they wish to live through wealth. We bring a thoughtful, personalized approach to assessing your goals, devising a sound financial plan, and offering the widest toolset — from portfolio management and tax strategies to alternative investments and personalized opportunities — to fuel your success. Serving with Purpose. QP Wealth Management, LLC is a registered investment advisor. Visit our website for important disclosures. QPWealthManagement.com
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Verified contacts
8
available on Kipplo
LinkedIn employees
7
1 to 10 range
Open roles
—
no listings
Distinct roles
8
indexed titles
Tech stack
1
tools in use
Monthly traffic
8
organic / mo
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Decision-makers and verified team members
8 contacts with verified email or phone · masked until revealed.
- WA
Wendy Alba
Administration Associate · General Business & Management
EmailPhone - MH
Maggie Hudspeth
Business Development Executive · Sales & Business Development
EmailPhone - SK
Simon Kauppila
Financial Planning Associate · Finance & Accounting
EmailPhone - JL
Jim Lloyd
Co-founder, CEO and Co-chief Investment Officer at Qp Wealth Management · Other
EmailPhone - LH
Lisa Heerwagen
Chief Operating Officer, Chief Compliance Officer, Co-founder · General Business & Management
EmailPhone - TL
Thom Leidner
Co-cio · Information Technology
EmailPhone
Showing 6 of 8 verified contacts
Top roles at Qp Wealth Management
8 distinct titles indexed · top 8 shown.
- 1administration associate
- 1business development executive
- 1cco cco hr
- 1chief operating officer, chief compliance officer, co-founder
- 1client service operation specialist
- 1co-cio
- 1co-founder, ceo and co-chief investment officer at qp wealth management
- 1financial planning associate
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