# Thomas Leidner

> Thomas Leidner is a fee-only financial advisor at QP Wealth Management in Haven, New Jersey. Thomas focuses on equity compensation and family wealth transfer. QP Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/thomas-leidner/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** QP Wealth Management
- **Based in:** Haven, New Jersey
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $405.0M across 715 accounts
- **Specialties:** Equity compensation, Family wealth transfer
- **Works with:** Founders, Executives, Multi-generational families, High earners
- **CRD:** 5676589 (https://adviserinfo.sec.gov/individual/summary/5676589)
- **SEC registration:** Investment adviser representative in NJ
- **Exams passed:** Series 66 (2009)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** https://www.qpwealthmanagement.com

## Frequently asked questions

### Is Thomas Leidner a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Thomas holds no broker registration, and QP Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Thomas charge for financial advice?

Thomas's firm, QP Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Thomas Leidner based?

Thomas Leidner is based in Haven, New Jersey.

### What does Thomas specialize in?

Thomas's specialties include equity compensation and family wealth transfer. Thomas works with founders, executives, multi-generational families and high earners.

### Is Thomas Leidner registered with the SEC?

Yes. Thomas Leidner is registered as an investment adviser representative in NJ (CRD 5676589), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does QP Wealth Management manage?

QP Wealth Management reports $405.0M across 715 accounts in assets under management.

### How do I contact Thomas Leidner?

Through Thomas's website, www.qpwealthmanagement.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5676589): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://qpwealthmanagement.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.