Qtr Family Wealth, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Lake Mary, FL. Its latest Form ADV filing, dated March 31, 2026, reports $749M in regulatory assets under management, 7 employees, and 801 accounts.
Assets Under Management
$749M
Employees
7
Offices
--
Total Clients
205
Primary office
LAKE MARY, FL
605 CRESCENT EXECUTIVE COURT, SUITE 104, LAKE MARY, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 70.2% of total clients.
Top client categories% of clientsClients
1
HNWI
70.2%
144
2
Individuals
25.9%
53
3
Corporations
3.9%
8
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$749Mas of March 31, 2026
Discretionary100.0%
$749M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$749M
Total Accounts801
10Y AUM Change+$749M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee29:1
10Y Employee Change-1 (-12.5%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.