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QTR FAMILY WEALTH, LLC
CRD 331655 · SEC 801-130687
605 CRESCENT EXECUTIVE COURT, SUITE 104, LAKE MARY, FL, 32746, United States
Phone
407-745-0715
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$749.3M
Discretionary AUM
$749.3M
Team
7 total employees; 6 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 53 | $20.7M |
| High net worth individuals | 144 | $722.8M |
| Corporations/business entities | 8 | $5.9M |
States served
NE, NY, TX, FL
All web addresses on file
Official SEC filing: View on IAPD