Important Disclosures

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Important Disclosures

Our Firm
- The Team
- Our Mission
Services
Who We Serve
Fresh lnsights
Talk To Us
Client Login
Important Disclosures

IMPORTANT DISCLOSURES

Form ADV Part 3 – Client Relationship Summary

Date: 05/14/2020

Disclosure Brochure

Date: 12/1/2021

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ADDRESS

301 Yamato Rd.

Suite 3194

Boca Raton, FL 33431

Contact

Main:

732.526.2701

Fax:

732.526.2712

Resources

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Website Disclosure

QP Wealth Management, LLC (“QP Wealth”) is an SEC registered investment advisor with a principal place of business in Boca Raton, FL. QP Wealth and its representatives are in compliance with the current registration and notice filing requirements imposed on SEC registered investment advisors by those states in which QP Wealth maintains clients. QP Wealth may only transact business in those states in which it is registered, notice filed, or qualified for an exemption or exclusion from registration or notice filing requirements.

QP Wealth’s website is limited to the dissemination of general information regarding its investment advisory services to United States residents residing in states where providing such information is not prohibited by applicable law. Accordingly, the publication of QP Wealth’s website on the internet should not be construed as QP Wealth’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice, over the internet. Furthermore, the information on this internet site should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from QP Wealth. Any subsequent, direct communication by QP Wealth with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of QP Wealth, please contact the United States Securities and Exchange Commission on their website at www.adviserinfo.com.

Market data, articles and other content on this website are based on generally available information and are believed to be reliable. QP Wealth does not guarantee the accuracy of the information contained on this website.

A copy of QP Wealth’s current written disclosure statement discussing QP Wealth’s business operations, services, and fees is available on the SEC’s website at http://adviserinfo.sec.gov or you may contact us to request a copy.
If you have any questions regarding Compliance and Regulatory information, please contact us.

ACCESS TO THIS WEBSITE IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND WITHOUT ANY WARRANTIES, EXPRESSED OR IMPLIED, REGARDING THE ACCURACY, COMPLETENESS, TIMELINESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS WEBSITE OR ANY THIRD-PARTY WEBSITE LINKED TO THIS WEBSITE.

© 2022 QP WEALTH MANAGEMENT. ALL RIGHTS RESERVED.

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