# QTR Family Wealth, LLC

> QTR Family Wealth, LLC is an SEC-registered investment advisory firm in Lake Mary, FL, registered since 2024, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 331655
- Filed as: QTR FAMILY WEALTH, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Lake Mary, FL
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/331655
- AdvisorCensus page: https://advisorcensus.com/firm/qtr-family-wealth-llc-lake-mary-fl-331655

## Quick answers

**How is QTR Family Wealth, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), QTR Family Wealth, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does QTR Family Wealth, LLC charge?**
Its Form ADV Part 2A brochure dated March 31, 2026 states: Flat fee: $2,500 to $50,000 (financial planning fees). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is QTR Family Wealth, LLC located?**
QTR Family Wealth, LLC's principal office is in Lake Mary, FL, according to its Form ADV.

**Is QTR Family Wealth, LLC registered with the SEC or a state?**
QTR Family Wealth, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 331655.

**How much does QTR Family Wealth, LLC manage?**
QTR Family Wealth, LLC reports $749,321,996 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have QTR Family Wealth, LLC's assets and staff changed since 2024?**
In the Form ADV data for QTR Family Wealth, LLC: Regulatory assets under management: $0 in the October 2024 data and $749,321,996 in the October 2026 data. Total employees: 8 in October 2024 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does QTR Family Wealth, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (144); individuals (other than high net worth individuals) (53); corporations or other businesses not listed above (8).

**Which custodians does QTR Family Wealth, LLC use?**
QTR Family Wealth, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does QTR Family Wealth, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/331655

**Does QTR Family Wealth, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 31, 2026 says: "QTR requires a minimum of $500,000 for our asset management services. To reach this account minimum, clients can aggregate all household accounts. Exceptions may be granted to this minimum at the discretion of the Firm."

**What changed in QTR Family Wealth, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 4 to 6. Regulatory assets under management went from $582,825,422 to $749,321,996 (+29%). Registered or notice-filed in NE, NY, TX. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Account minimum: $500,000 (the brochure says it may be waived or negotiated)

> QTR requires a minimum of $500,000 for our asset management services. To reach this account minimum, clients can aggregate all household accounts. Exceptions may be granted to this minimum at the discretion of the Firm.

- Flat fee: $2,500 to $50,000 (financial planning fees)

> Financial planning fees are generally calculated on a flat fee basis ranging from $2,500 (Two Thousand Five Hundred Dollars) to $50,000 (Fifty Thousand Dollars) per engagement.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $749,321,996
- Discretionary: $749,321,996
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 53 | $20,662,548 |
| High net worth individuals | 144 | $722,792,109 |
| Corporations or other businesses not listed above | 8 | $5,867,339 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 7 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NE, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [qtrfamily.com](https://qtrfamily.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $0 | 8 | August 2, 2024 |
| October 2025 | $582,825,422 | 8 | June 16, 2025 |
| October 2026 | $749,321,996 | 7 | March 31, 2026 |

Regulatory assets under management: $0 in the October 2024 data and $749,321,996 in the October 2026 data.
Total employees: 8 in October 2024 and 7 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 4 to 6.
- Regulatory assets under management went from $582,825,422 to $749,321,996 (+29%).
- Registered or notice-filed in NE, NY, TX.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. QTR Family Wealth, LLC (CRD 331655): Form ADV filing data as of October 2026.