Financial ServicesWealth ManagementactiveVerified

QP Wealth Management

James W. Lloyd, Manager

QP Wealth Management, based in Boca Raton, FL, offers multi-family financial services and wealth management. The firm is managed by James W. Lloyd, who is listed as the manager of QP ALPHA LLC. The website emphasizes a personal approach to financial planning, acting as a 'personal team of CFOs' for clients.

Filed May 28, 2026 · Boca Raton, FL · Palm Beach County

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Source

Florida Division of Corporations (Sunbiz) · Entity L26000296561 · Retrieved June 4, 2026

Search the registry for L26000296561 ›JSON record ›

About QP Wealth Management

QP ALPHA LLC, doing business as QP Wealth Management, was formed in Florida on May 28, 2026, by Manager James W. Lloyd. The filing was handled through H MANAGEMENT LLC, a company acting as registered agent. The company is categorized under Financial Services, specifically Wealth Management. Its website, registered with GoDaddy on April 9, 2019, over seven years before the filing, suggests a pre-existing operation that formalized its legal structure later. The site is a modern, responsive WordPress build using WPBakery Page Builder, with structured data and a copyright year of 2024, indicating an established online presence. The LLC address and manager name match the website exactly, confirming the business identity. No annual report or EIN on file yet.

  • Domain registered 2,606 days before the filing, indicating a long-standing operation that recently formalized as an LLC.
  • Filed through a company registered agent (H MANAGEMENT LLC) rather than personally.
  • Website matches the LLC address and manager name exactly, confirming identity.
  • Modern website with structured data and HTTPS, suggesting an active, professional business.
  • Five other entities share the same registered agent, a common pattern for service-filed LLCs.
  • One other entity shares the same principal address, which may indicate a shared office or related business.
  • No annual report or EIN on file yet, typical for a newly filed LLC.

Compiled from the state record, the company's public web presence, and our own research; revenue, employee, and footprint figures are estimates, not verified financials. Updated August 22, 2026.

One of 781 new businesses registered in Boca Raton in May 2026, one of 6 financial services businesses.

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Filing Details

Entity NameQP ALPHA LLC
Entity TypeFLAL
Entity NumberL26000296561
Filing DateMay 28, 2026
Principal AddressLocked
City / State / ZipBoca Raton, FL 33431
CountyPalm Beach
TimezoneEastern (ET)
EIN on FileNo
Registered AgentH MANAGEMENT LLC
Agent AddressLocked
Filed ViaAnother company: H MANAGEMENT LLC
WebsiteYes · domain registered 2606 days before filing · registrar GoDaddy
Website BuildModern · Powered by WPBakery Page Builder - drag and drop page builder for WordPress.
Annual ReportNot yet filed
Estimated Revenue$1M-$10M (estimate)
Estimated Employees6-25 (estimate)
FootprintBrick and mortar (estimate)
Related Filings5 with the same registered agent · 1 at the same address
First Recorded by DayOneLeadJune 4, 2026 (7 days after filing)

Verified Business Profile

SubcategoryWealth Management

Contact Information

WebsiteLocked
PhoneLocked
EmailLocked
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Verified Website Profile

We matched this business to its website and pulled the domain's registration (WHOIS) record. Domain age is one of the strongest signals that a filing is a truly new business and not a re-filing or paperwork change.

Domain RegisteredLocked
Domain AgeLocked
RegistrarLocked
Website PlatformLocked
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Officers / Authorized Persons

J
James W. Lloyd
Manager
Address locked

Frequently Asked Questions

When was QP Wealth Management registered?

QP Wealth Management was registered as FLAL on May 28, 2026 in Florida.

Where is QP Wealth Management located?

QP Wealth Management is based in Boca Raton, FL, 33431, in Palm Beach County.

What type of business is QP Wealth Management?

QP Wealth Management is classified as a financial services business (wealth management).

Is QP Wealth Management still active?

According to the Florida Division of Corporations, QP Wealth Management's current record status is "active".

Does QP Wealth Management have an EIN on file?

No EIN was found on file for QP Wealth Management at the time of registration.

Who Sells to This Business

Based on the business category, these service providers typically target this type of business.

InsuranceWeb DesignerAccounting
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3 companies similar to QP Wealth Management registered in Palm Beach County in the last 30 days

Acts FinancialLake Worth · Sep 11, 2026
Freedom Palm TradingBoca Raton · Sep 8, 2026
Vella AdvisoryBoca Raton · Sep 8, 2026
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