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Chief Executive Officer/ Managing Partner · QTR Family Wealth, LLC

Chad M. Hunter

CRD 5284723 · Named on Form ADV at one SEC-registered adviser

At a glance

QTR Family Wealth, LLC, an SEC-registered wealth manager based in Lake Mary, FL with $749 million in regulatory assets, lists Chad M. Hunter on its Form ADV as Chief Executive Officer/ Managing Partner, a control person.

Firms and roles

  • QTR Family Wealth, LLCChief Executive Officer/ Managing PartnerWealth manager · Lake Mary, FL · $749M in regulatory assets

AtlasMembers

Chad’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
1 firmLocked
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

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