| Name | Title | Ownership | Since |
|---|---|---|---|
| Chad Michael Hunter Control | Chief Executive Officer/ Managing Partner | Under 5% | 2024 |
| Nicole Di Pietro Control | Chief Operations Officer | Under 5% | 2024 |
| Qtr Management, LLC Control | Owner | 50-75% | 2024 |
Qtr Family Wealth, LLC reports $582.8 million in regulatory assets under management on its Form ADV.
Qtr Family Wealth, LLC reports 8 employees.
Qtr Family Wealth, LLC is based in Lake Mary, FL and has been SEC-registered since 2024.
Qtr Family Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 605 Crescent Executive Court, Suite 104, Lake Mary, FL 32746 |
| Phone | 407-745-0715 |
| Office hours | 8 a.m. - 5 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
| Discretionary | $582.8M |
| Non-discretionary | $49K |
| Total (RAUM) | $582.8M |