Qtr Family Wealth, LLC
● SEC registered since 2024CRD 331655SEC# 801-130687Lake Mary, FL
Reg. AUM
$749.3M
Employees
7
Accounts
801
Location
Lake Mary, FL
Qtr Family Wealth, LLC assets under management
Qtr Family Wealth, LLC is a registered investment adviser overseen by the SEC based in Lake Mary, FL. The firm has been registered since 2024. It reports $749.3 million in regulatory assets under management and employs 7 people.
Qtr Family Wealth, LLC owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Chad Michael Hunter Control | Chief Executive Officer/ Managing Partner | Under 5% | 2024 |
| Jeffrey Andrew Smith | Chief Compliance Officer | Under 5% | 2026 |
| Nicole Di Pietro Control | Chief Operations Officer | Under 5% | 2024 |
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Join to unlock · $37/moFrequently asked questions
How much does Qtr Family Wealth, LLC manage?
Qtr Family Wealth, LLC reports $749.3 million in regulatory assets under management on its Form ADV.
How many employees does Qtr Family Wealth, LLC have?
Qtr Family Wealth, LLC reports 7 employees.
Where is Qtr Family Wealth, LLC located?
Qtr Family Wealth, LLC is based in Lake Mary, FL and has been SEC-registered since 2024.
Does Qtr Family Wealth, LLC disclose fund performance?
Qtr Family Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 605 Crescent Executive Court, Suite 104, Lake Mary, FL 32746 |
| Phone | 407-745-0715 |
| Office hours | 8 a.m. - 5 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$749.3M▲ 29%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 39%
Larger than 61% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$749.3Mregulatory AUM
Discretionary $749.3M