Wealth manager, independent · Lake Mary, FL
QTR Family Wealth, LLC
SEC-registered investment adviser · CRD 331655 · SEC 801-130687
At a glance
QTR Family Wealth, LLC is an SEC-registered investment adviser based in Lake Mary, Florida, with $749 million in regulatory assets under management as of its Form ADV filed March 31, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 197 individual clients. By Form ADV it is a wealth manager, ranked 2,024th of 8,915 wealth managers and 6,320th of 17,210 SEC-registered advisers by assets.
Main office 407-745-0715qtrfamily.comAs filed on Form ADV
- Regulatory AUM
- $749M
- Rank among wealth managers
- #2,024 of 8,915
- Rank among all SEC RIAs
- #6,320 of 17,210
- Rank in Florida
- #331 of 1,090
- Individual clients
- 197
- High-net-worth clients
- 144
- Accounts
- 801
- Discretionary
- 100% of AUM
- Employees
- 7
- Advisory staff
- 6
- Offices
- 1
Owners and executives on its Form ADV
- Chad M. HunterChief Executive Officer/ Managing Partner
- Wesley D. HunterManaging Partner
- Nicole Di PietroChief Operations Officer
- Jeffrey A. SmithChief Compliance Officer
Custody and brokerage
Broker-dealer
Hybrid RIA
QTR Family Wealth, LLC is a hybrid RIA: 4 of its employees are also registered representatives of a broker-dealer.
Form ADV Part 1 doesn’t name an unaffiliated broker-dealer. The firm’s Part 2A brochure (Item 10) and each adviser’s record on the SEC’s adviser search do.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 144 | $723M | 96% |
| Individuals | 53 | $21M | 3% |
| Corporations or other businesses | 8 | $6M | <1% |
Disciplinary disclosures
QTR Family Wealth, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Pension consulting
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗qtrfamily.com ↗
AtlasMembers
The full record on QTR Family Wealth, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 2 years of filings
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- Growth over one, three and five years
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- Rank against 4,305 peers of its type and size
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- Owners and executives, with titles and stakes
- 4 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does QTR Family Wealth, LLC manage?
QTR Family Wealth, LLC reports $749 million in regulatory assets under management across 801 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 31, 2026.
What kind of firm is QTR Family Wealth, LLC?
QTR Family Wealth, LLC is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are QTR Family Wealth, LLC’s clients?
By assets, its largest client types are high-net-worth individuals ($723 million, 144 clients); individuals ($21 million, 53 clients); corporations or other businesses ($6 million, 8 clients).
Does QTR Family Wealth, LLC have any disciplinary history?
QTR Family Wealth, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is QTR Family Wealth, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-31), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →