Managing Partner · QTR Family Wealth, LLC
Wesley D. Hunter
CRD 4236467 · 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 Wesley D. Hunter on its Form ADV as Managing Partner, a control person.
Firms and roles
- QTR Family Wealth, LLCManaging PartnerWealth manager · Lake Mary, FL · $749M in regulatory assets
AtlasMembers
Wesley’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
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Chad M. HunterChief Executive Officer/ Managing Partner, QTR Family Wealth, LLC
- Nicole Di PietroChief Operations Officer, QTR Family Wealth, LLC
- Jeffrey A. SmithChief Compliance Officer, QTR Family Wealth, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Wesley’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.