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 RIA organized as an LLC that positions itself as both an advisor and a capital allocator for individual, family and institutional clients. The firm is registered with the SEC (registration year 2024) and offers fee arrangements that include a percentage of AUM, hourly fees and fixed fees. Its advisory services encompass financial planning, portfolio management for individuals and small businesses, pension consulting and selection of other advisers. QTR also operates activities tied to brokerage and insurance distribution, serving as a registered representative of a broker‑dealer and as an insurance broker.
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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 90Active vs passive
$74.1M in ETFs
64%
$47.7M
27%
$26.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD S&P 500 ETF (VOO) | Vanguard | Passive | Large Blend | $6M | 8,591 | 8.13% |
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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