QTR FAMILY WEALTH, LLC

QTR FAMILY WEALTH, LLC of LAKE MARY, FL is an SEC-registered investment adviser (CRD 331655). Regulatory assets under management: $749.3M.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

Officers, owners & control persons (11)

NameRoleLocation
Jeffrey Andrew SmithCHIEF COMPLIANCE OFFICERHumacao, PR
Torian JohnsonCHIEF COMPLIANCE OFFICERCovington, KY
Chad Michael HunterCHIEF EXECUTIVE OFFICER/ MANAGING PARTNER; OWNER
Wesley David HunterMANAGING PARTNER; OWNER
Nicole Di PietroCHIEF OPERATIONS OFFICER
PAYNE THOMAS LEECHIEF COMPLIANCE OFFICER
Kupfer Corey NMNCHIEF EXECUTIVE OFFICER; MANAGER AND CHIEF EXECUTIVE OFFICER
Johnson TorianCHIEF COMPLIANCE OFFICER
HUNTER CHAD MICHAELCHIEF EXECUTIVE OFFICER/ MANAGING PARTNER; ELECTED MANAGER; OWNER
Hunter Wesley DavidELECTED MANAGER; MANAGING PARTNER; OWNER
DI PIETRO NICOLECHIEF OPERATIONS OFFICER

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