QTR FAMILY WEALTH, LLC
CRD #331655 SEC #801-130687 LAKE MARY, FL 407-745-0715
SEC Registered
Total AUM
$582.8M
Discretionary
$582.8M
Employees
8
Clients
0
Accounts
646
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $582.8M | $582.8M | $49K | 8 | 0 |
| May 2025 | $582.8M | $582.8M | $49K | 8 | 0 |
| Mar 2025 | $582.8M | $582.8M | $49K | 8 | 0 |
| Dec 2024 | $107.3M | $107.3M | $0 | 8 | 0 |
| Dec 2024 | $0 | $0 | $0 | 8 | 0 |
| Nov 2024 | $0 | $0 | $0 | 8 | 0 |
| Nov 2024 | $0 | $0 | $0 | 8 | 0 |
| Aug 2024 | $0 | $0 | $0 | 8 | 0 |
| Jul 2024 | $0 | $0 | $0 | 8 | 0 |
| Jun 2024 | $0 | $0 | $0 | 8 | 0 |
DateJun 2025
Total AUM$582.8M
Discretionary$582.8M
Non-Disc.$49K
Employees8
Clients0
DateMay 2025
Total AUM$582.8M
Discretionary$582.8M
Non-Disc.$49K
Employees8
Clients0
DateMar 2025
Total AUM$582.8M
Discretionary$582.8M
Non-Disc.$49K
Employees8
Clients0
DateDec 2024
Total AUM$107.3M
Discretionary$107.3M
Non-Disc.$0
Employees8
Clients0
DateDec 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0
DateNov 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0
DateNov 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0
DateAug 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0
DateJul 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0
DateJun 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0