Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$749,321,996
Total clients
197
73% high-net worth
Total advisors
6
of 7 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
33
Average account size
$3,803,665
QTR Family Wealth, LLC is an SEC-registered wealth management and investment advisory firm that serves high‑net‑worth individuals, families, small businesses, and retirement plans. It offers comprehensive Wealth Management Advisory Services (WMAS), a non‑discretionary Wealth Management and Investment Advisory Services (WMIAS) program, business consulting under separate agreements, trustee assistance, lifestyle management, tax coordination, and support for donor‑advised funds.
The firm generally acts as a manager‑of‑managers, building model‑based household portfolios and overseeing third‑party investment managers and platform providers on a discretionary basis. For select clients QTR implements specialized strategies—including an options overlay and direct index long/short programs that can involve margin, leverage, and derivatives—and coordinates investment decisions with outside tax, legal, and insurance professionals.
Notable operational features disclosed in the brochure include that some QTR financial professionals also serve as registered representatives of FINRA‑registered broker‑dealers and as licensed insurance agents, and the firm has revenue‑sharing and licensing arrangements with certain third‑party service providers, creating potential conflicts of interest. With approximately $749.3 million in regulatory AUM and a team‑based adviser structure, QTR emphasizes outsourced manager relationships and separates its business consulting engagements from its investment advisory services.
Flat annual or monthly fees may be charged depending on scope and complexity; business consulting fees are fixed and negotiated separately.
$0 - $1,999,999: 1.00% annually $2,000,000 - $4,999,999: 0.85% annually $5,000,000 - $9,999,999: 0.75% annually $10,000,000 - $24,999,999: 0.65% annually $25,000,000 - $49,999,999: 0.50% annually $50,000,000+: 0.30% annually
Certain financial professionals receive commissions for insurance product sales and brokerage services separately from advisory fees.
Hourly financial planning fees may be charged based on complexity and services provided, negotiated per client agreement.
Account minimum: $500,000 Fee-only: Financial planning fees generally range from $2,500 to $50,000 per engagement; fees are negotiable and may be fixed or hourly.
QTR Family Wealth, LLC
605 Crescent Executive Court, Suite 104
Lake Mary FL 32746, United States
Number of offices
1
Florida · Nebraska · New York · Texas
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 66
Lake Mary, FL
QTR Family Wealth, LLC
CFP®, Series 66
Lake Mary, FL
QTR Family Wealth, LLC
Series 66
Lake Mary, FL
QTR Family Wealth, LLC
CFP®, ChFC®, Series 63, Series 66
Lake Mary, FL
QTR Family Wealth, LLC
Series 65
Lake Mary, FL
QTR Family Wealth, LLC
Series 63, Series 66
Lake Mary, FL
QTR Family Wealth, LLC
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