SourcingSourcing

QTR FAMILY WEALTH, LLC

C36
CRD 331655·SEC 801-130687·LAKE MARY, FL
AUM
$749.3M
$500M-$1B
Est. Revenue
$7.5M
@ 1% on AUM
Est. EBITDA
$2.2M
@ 30% margin
Est. Deal Value
$18.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
QTR FAMILY WEALTH, LLC
CRD
331655
SEC file #
801-130687
EIN
331851430
DBA names
—

Economics

AUM
$749.3M
AUM band
$500M-$1B
AUM trajectory
'25'26
$582.8M → $749.3M▲ +29%
Client mix
Individuals High Net Worth144
Individuals Other53
Corporations8

Operations

Employees (total)
7
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'25'26
4 advisors → 6 advisors▲ +50%
Primary office
LAKE MARY FL
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
qtrfamily.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
QTR MANAGEMENT, LLC
Top Owner Pct
62.5
Top Owner Entity Kind
DE
Owner Count
6
Control Persons
QTR MANAGEMENT, LLC
WOW MANAGEMENT, LLC
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
QTRFAMILY.COM
Rdap Domain Creation Date
2024-03-29T00:05:06Z
Rdap Firm Age Years
2
Rdap Firm Age Band
<5y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002067954
Edgar Registered
Yes
Edgar Filing Count
6
Edgar First Filing Date
2025-05-12
Edgar Last Filing Date
2026-04-16
Edgar 13f Count
5
Edgar 13f Latest AUM Estimate
Filing Date2026-04-16
Accession0002067954-26-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
4
Bc Firm Active IA Count
6
Bc Firm IAR Count
6
Custodian Candidates
Full
Fidelity6
E*trade4
Edgar Addresses
Mailing
605 CRESCENT EXECUTIVE COURTSUITE 104LAKE MARY, FL 32746
Business
605 CRESCENT EXECUTIVE COURTSUITE 104LAKE MARY, FL 32746
Edgar EIN
331851430
Edgar Recent Filings
13F-HR2026-04-16 · 0002067954-26-000002
13F-HR2026-02-13 · 0002067954-26-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-03-29T00:05:06Z
Rdap Domain Last Changed
2024-03-29T00:05:06Z
Rdap Nameservers
Ns29.domaincontrol.comNs30.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (8)

8
Hunter, Wesley, David
IAR · Executive Officer · 2.5%
4236467
HUNTER, CHAD, MICHAEL
IAR · Executive Officer · 2.5%
5284723
DI PIETRO, NICOLE
Executive Officer · 2.5%
8008856
JEFFREY ANDREW SMITH
Executive Officer · 2.5%
4926961
John Christopher Murphy
IAR
8008881
Charles Whitlock Kunzelman
IAR
4074399
Lisa Renee Malaspine
IAR
4299545
William Michael Freeman
IAR
6949645