QTR Family Wealth provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, estate planning, insurance, philanthropic planning, and tax planning.
QTR Family Wealth reports 205 clients. They include 144 high-net-worth individuals, 53 individual clients, and 8 corporations and other businesses. Of its assets, 100.0% ($749M across 801 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 26% | 3% |
| High-net-worth individuals | 70% | 96% |
| Corporations and other businesses | 4% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 53 | $20.7M | 2.8% | $390K |
| High-net-worth individuals | 144 | $723M | 96.5% | $5.02M |
| Corporations and other businesses | 8 | $5.87M | 0.8% | $733K |
| Total | 205 | $749M | 100% | $3.66M |
- Clients
- 53
- Regulatory AUM
- $20.7M
- AUM share
- 2.8%
- Avg. per client
- $390K
- Clients
- 144
- Regulatory AUM
- $723M
- AUM share
- 96.5%
- Avg. per client
- $5.02M
- Clients
- 8
- Regulatory AUM
- $5.87M
- AUM share
- 0.8%
- Avg. per client
- $733K
Total
- Clients
- 205
- Regulatory AUM
- $749M
- AUM share
- 100%
- Avg. per client
- $3.66M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
QTR Family Wealth charges 0.30%–1.00% a year for its Percentage of Assets under Management. The whole portfolio is charged at the rate of its band. The fee is billed in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$2M | 1.00% |
| $2M–$5M | 0.85% |
| $5M–$10M | 0.75% |
| $10M–$25M | 0.65% |
| $25M–$50M | 0.50% |
| $50M and above | 0.30% |
Fee details and sources
Other fees
- Financial Planning Services
- Stand-alone financial planning is a flat or hourly fee of $2,500 to $50,000 per engagement, negotiable and set in the client agreement.
Wow Management, LLC owns 50% to 75% of QTR Family Wealth and is in turn owned by Chad Hunter (75% or more). Chad Hunter is CEO; the leadership team includes Chief Compliance Officer Jeffrey Smith. It has 7 employees, 6 of them in advisory roles.
Leadership
- Chad HunterChief Executive Officer/ Managing Partner
- Jeffrey SmithChief Compliance Officer
- Nicole Di PietroChief Operations Officer
- Wesley HunterManaging Partner
Investment adviser representatives
6 representatives listed in the SEC register as of 9 October 2026.
Staff
- 7 employees
- 6 in advisory functions
- 4 broker-dealer reps
- 4 insurance agents
- Owns 50% to 75% of QTR Family Wealth, LLC
Wow Management, LLC
Control person · since November 2024
- Owns 75% or more of Wow Management, LLC
Chad Hunter
Control person · since March 2022
- Owns 50% to 75% of QTR Family Wealth, LLC
QTR Management, LLC
Control person · since November 2024
- Owns 75% or more of QTR Management, LLC
Wesley Hunter
Control person · since March 2022
QTR Family Wealth’s regulatory assets grew from $583M (June 2025) to $749M (March 2026); clients rose from 191 to 205 and employees fell from 8 to 7.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $749M | 205 | 7 | 1 |
| June 2025 | $583M | 191 | 8 | 1 |
Besides its headquarters, QTR Family Wealth has 0 offices, with 1 listed address in Florida.
Florida · 1 listed address
- 605 Crescent Executive Court, Suite 104, Lake MaryHQ
Contact and registration details
- Legal name
- QTR Family Wealth, LLC
- Headquarters
- 605 Crescent Executive Court, Suite 104, Lake Mary, FL 32746
- Website
- qtrfamily.com
- Phone
- 407-745-0715
- SEC file
- 801-130687
- Founded
- 2022
- Structure
- Florida LLC
- Fiscal year end
- December
QTR Family Wealth uses Fidelity ($556M) as custodian for its separately managed accounts. QTR Family Wealth has custody of $8.01M in client assets for 3 clients.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $556M100%
At year end, QTR Family Wealth’s separately managed accounts were largely in funds (40%) and stocks (39%). Its reported 13F holdings for the quarter ended 31 March 2026 total $240M across 287 positions; the largest are Nvidia Corporation (4.2%), Apple Inc. (3.6%) and Alphabet Inc. (3.2%).
What the accounts hold
- Stocks39%
- Exchange-traded equities38%
- Non-exchange-traded equities1%
- Funds40%
- Registered funds22%
- Pooled vehicles18%
- Bonds11%
- State and local bonds7%
- Investment grade corporate bonds3%
- U.S. government and agency bonds1%
- Cash8%
- Other1%
- Limited partnerships/alternatives1%
Filed values cover 99%. The neutral 1% gap has no reported category.
Reported 13F holdings
- $240M
- Reported 13F value
- 287
- Positions
- 27.6%
- In the 10 largest
- —
- Value vs. prior quarter
- Nvidia Corporation4.2%
- Apple Inc.3.6%
- Alphabet Inc. · Cap Stk CL C3.2%
- Microsoft Corp.3.0%
- Tesla Inc.2.5%
- Amazon Com Inc.2.5%
- Abacus Global Mgmt Inc. · CL A2.3%
- Vanguard Index Fds · S&P 500 ETF Shs2.3%
- Alphabet Inc. · Cap Stk CL A2.1%
- Invesco Qqq TR · Unit Ser 12.0%
Together, the ten largest are 27.6% of reported value.
How many clients does QTR Family Wealth have?
QTR Family Wealth has 205 clients and manages $749 million for them, as of March 2026. They include 144 high-net-worth individuals, 53 individual clients, and 8 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026
What services does QTR Family Wealth offer?
QTR Family Wealth provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, estate planning, insurance, philanthropic planning, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does QTR Family Wealth charge?
QTR Family Wealth charges 0.30%–1.00% a year for its Percentage of Assets under Management. The whole portfolio is charged at the rate of its band. The fee is billed in arrears and is negotiable.
Source: QTR FAMILY WEALTH, LLC ADV PART 2A, filed 31 March 2026
Which custodians does QTR Family Wealth use?
QTR Family Wealth’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $556M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026
How many financial advisors does QTR Family Wealth have?
QTR Family Wealth has 0 investment adviser representatives registered with state securities authorities, out of 7 employees, and 6 perform investment advisory functions. 4 employees are registered representatives of a broker-dealer and 4 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does QTR Family Wealth invest in?
At the end of its last fiscal year, QTR Family Wealth’s separately managed accounts held 38% exchange-traded equities, 22% registered funds (mutual funds, ETFs, BDCs), 18% pooled vehicles (private funds and similar), 8% cash and equivalents, 7% state and local bonds, 3% investment grade corporate bonds, 1% non-exchange-traded equities, 1% U.S. government and agency bonds and 1% other. The 1% other category is described as: Limited Partnerships/Alternatives.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns QTR Family Wealth?
QTR Family Wealth is owned through holding companies by Chad Hunter and Wesley Hunter. Its direct owners are Wow Management, LLC (50% to 75%) and QTR Management, LLC (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 31 March 2026
How does QTR Family Wealth get paid?
QTR Family Wealth is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is QTR Family Wealth registered with the SEC?
Yes, QTR Family Wealth has been registered with the SEC as an investment adviser since 2 August 2024. Its CRD number is 331655 and its SEC file number is 801-130687.
Source: Form ADV Part 1A, Item 1, filed 31 March 2026; IAPD firm record
How do I contact QTR Family Wealth?
QTR Family Wealth’s main office is at 605 Crescent Executive Court, Suite 104, Lake Mary, FL 32746. Its phone number is 407-745-0715. Its website is qtrfamily.com.