QTR Family Wealth, LLC
Firm details
- Headquarters
- Lake Mary, Florida
- CRD number
- 331655
- Registered since
- August 2, 2024
- Website
- www.qtrfamily.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI96.46%
- Individuals2.76%
- Corporations / Businesses0.78%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
QTR Family Wealth, LLC is an independent, SEC-registered investment adviser organized as an LLC (registration year 2024) that serves individual and family clients as well as institutional mandates. The firm combines fee-based financial planning and portfolio management for individuals and small businesses with pension consulting and manager-selection services. It operates as a capital allocator — deploying capital to third-party managers — and also maintains broker-dealer representative and insurance-broker relationships, which aligns with its use of annuities and insurance solutions. Fee arrangements include a percentage-of-AUM model plus options for hourly and fixed-fee engagements. The firm does not identify as an active ESG investor and is not a multistate adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities38%
- Public Funds/Mutual Funds22%
- Private Funds18%
- Cash & Cash Equivalents8%
- State & Local Bonds7%
Owners & executives
1 of 1Nicole Di Pietro
Chief Operations OfficerCRD 8008856
Contacts
3 of 7Wesley Hunter
Managing PartnerCRD 4236467
Chad Hunter
Managing PartnerCRD 5284723
Lisa Malaspine
Senior Client ManagerCRD 4299545
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 84Active vs passive
$72.6M in ETFs
64%
$46.2M
27%
$26.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $6M | 8,138 | 8.25% |
Location
Lake Mary, FL
Seminole
Location
Lake Mary, FL
Headquartered in Lake Mary, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.
- Metro area
- Orlando-Lakeland-Deltona, FL
- Region
- South
- County
- Seminole
- Address
- 605 Cres Executive Ct
- Time zone
- ET (UTC-5)
- Office locations
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