QTR Family Wealth, LLC

Overview

QTR Family Wealth, LLC is an SEC registered investment adviser based in Lake Mary, FL, registered since 2024. It reports $749M in assets under management across 801 accounts, with 7 employees. It has 6 investment adviser representatives.

Reported AUM

$749M

Discretionary

100%

Accounts

801

Average account

$935K

Employees

7

Advisory reps

6

Registered since

2024

Jurisdictions

4

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Selection of Other Advisors

Client types

• Corporations/Businesses
• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 3 of 4

• Chad Michael Hunter Chief Executive Officer, Managing Partner CRD 5284723
• Wesley David Hunter Managing Partner CRD 4236467
• Jeffrey Andrew Smith Chief Compliance Officer CRD 4926961

1 more executive officer, with direct contact details

Advisory reps 3 of 6

• William Michael Freeman Registered Rep · Investment Adviser Rep CRD 6949645
• Chad Michael Hunter Insurance Agent · Registered Rep · Investment Adviser Rep CRD 5284723
• Wesley David Hunter Insurance Agent · Investment Adviser Rep CRD 4236467

3 more advisory reps, with emails, phones and branch locations

Location

Headquarters

605 Crescent Executive Ct Ste 104
Lake Mary, FL 32746

County

Seminole

Metro area

Orlando-Kissimmee-Sanford, FL

Region

South

Registrations

• SEC registered
• Registered in 4 jurisdictions
• Website: qtrfamily.com

Every state, with registration dates

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