QTR FAMILY WEALTH, LLC
SEC Form ADV profile.
Total regulatory AUM
$749,321,996
Discretionary
$749,321,996
Non-discretionary
$0
Firm details
- CRD number
- 331655
- SEC file number
- 801-130687
- Main office
- LAKE MARY, FL, United States
- Employees
- 7
- SEC status
- Approved
- Website
- https://www.qtrfamily.com/
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.