Thomas Leidner
QP Wealth Management · Haven, New Jersey
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.
Request an introduction to Thomas →
Specialties
Who they serve
- Founders
- Executives
- Multi-generational families
- High earners
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 | $405.0M across 715 accounts |
| SEC registration | Investment adviser representative in NJ · CRD 5676589 |
| Exams passed | Series 66 (2009) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.qpwealthmanagement.com |
| Profile |
How Thomas's firm compares
- QP Wealth Management's average account is about $566,000, from its Form ADV (assets managed divided by 715 accounts).
Request an introduction to Thomas
Tell Thomas a little about what you're looking for. Thomas isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Thomas
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- QP Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.