QTR FAMILY WEALTH, LLC

LAKE MARY, Florida·4 registered advisors·CRD# 331655
SEC# 801-1306870407-745-0715
01

Firm Overview

AUM
$107M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at QTR FAMILY WEALTH, LLC

4 registered advisors
Chad Michael Hunter
LAKE MARY, Florida
Nicole Di Pietro
LAKE MARY, Florida
Torian Johnson
LAKE MARY, Florida
Wesley David Hunter
LAKE MARY, Florida
05

Office Locations

LAKE MARY, Florida
4 advisors

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Data sourced from SEC Form ADV filings. QTR FAMILY WEALTH, LLC (CRD# 331655) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.