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Owner · QP Wealth Management, LLC

Susana D. Toothman

CRD 8132641 · Named on Form ADV at one SEC-registered adviser

At a glance

QP Wealth Management, LLC, an SEC-registered wealth manager based in Boca Raton, FL with $405 million in regulatory assets, lists Susana D. Toothman on its Form ADV as Owner.

Firms and roles

AtlasMembers

Susana’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Thomas W. LeidnerManaging Member and Co-Chief Investment Officer, QP Wealth Management, LLC
  • James W. LloydManaging Member, Chief Executive Officer, and Co-Chief Investment Officer, QP Wealth Management, LLC
  • Lisa K. HeerwagenManaging Member, Chief Operating Officer and Chief Compliance Officer, QP Wealth Management, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Susana’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.