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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 16, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DI PIETRO, NICOLE | I | CHIEF OPERATIONS OFFICER | NA | Control |
| DI PIETRO, NICOLE | I | CHIEF OPERATIONS OFFICER | NA | Control |
| DI PIETRO, NICOLE | I | CHIEF OPERATIONS OFFICER | NA | Control |
| DI PIETRO, NICOLE | I | CHIEF OPERATIONS OFFICER | NA | Control |
| DI PIETRO, NICOLE | I | CHIEF OPERATIONS OFFICER | NA | Control |
| DI PIETRO, NICOLE | I | CHIEF OPERATIONS OFFICER | NA | Control |
| DI PIETRO, NICOLE | I | CHIEF OPERATIONS OFFICER | NA | Control |
| HUNTER, CHAD, MICHAEL | I | CHIEF EXECUTIVE OFFICER/ MANAGING PARTNER | NA | Control |
| HUNTER, CHAD, MICHAEL | I | CHIEF EXECUTIVE OFFICER/ MANAGING PARTNER | NA | Control |
| HUNTER, CHAD, MICHAEL | I | ELECTED MANAGER | NA | Control |
| HUNTER, CHAD, MICHAEL | I | ELECTED MANAGER | NA | Control |
| HUNTER, CHAD, MICHAEL | I | CHIEF EXECUTIVE OFFICER/ MANAGING PARTNER | NA | Control |
| HUNTER, CHAD, MICHAEL | I | CHIEF EXECUTIVE OFFICER/ MANAGING PARTNER | NA | Control |
| HUNTER, CHAD, MICHAEL | I | ELECTED MANAGER | NA | Control |
| HUNTER, CHAD, MICHAEL | I | CHIEF EXECUTIVE OFFICER/ MANAGING PARTNER | NA | Control |
| HUNTER, CHAD, MICHAEL | I | CHIEF EXECUTIVE OFFICER/ MANAGING PARTNER | NA | Control |
| HUNTER, CHAD, MICHAEL | I | CHIEF EXECUTIVE OFFICER/ MANAGING PARTNER | NA | Control |
| Hunter, Wesley, David | I | MANAGING PARTNER | NA | Control |
| Hunter, Wesley, David | I | MANAGING PARTNER | NA | Control |
| Hunter, Wesley, David | I | ELECTED MANAGER | NA | Control |
| Hunter, Wesley, David | I | ELECTED MANAGER | NA | Control |
| Hunter, Wesley, David | I | MANAGING PARTNER | NA | Control |
| Hunter, Wesley, David | I | MANAGING PARTNER | NA | Control |
| Hunter, Wesley, David | I | ELECTED MANAGER | NA | Control |
| Hunter, Wesley, David | I | MANAGING PARTNER | NA | Control |
| Hunter, Wesley, David | I | MANAGING PARTNER | NA | Control |
| Hunter, Wesley, David | I | MANAGING PARTNER | NA | Control |
| JOHNSON, TORIAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| JOHNSON, TORIAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| JOHNSON, TORIAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| JOHNSON, TORIAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| JOHNSON, TORIAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| JOHNSON, TORIAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| JOHNSON, TORIAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| Kupfer, Corey, NMN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| Kupfer, Corey, NMN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| PAYNE, CHRISTOPHER, LEE | I | CHIEF COMPLIANCE OFFICER | NA | |
| PAYNE, CHRISTOPHER, LEE | I | CHIEF COMPLIANCE OFFICER | NA | |
| PAYNE, CHRISTOPHER, LEE | I | CHIEF COMPLIANCE OFFICER | NA | |
| RIAKA HOLDINGS, LLC | DE | SOLE OWNER | E | Control |
| RIAKA HOLDINGS, LLC | DE | SOLE OWNER | E | Control |
| RIAKA HOLDINGS, LLC | DE | SOLE OWNER | E | Control |
| RIAKA HOLDINGS, LLC | DE | SOLE OWNER | E | Control |
| RIAKA HOLDINGS, LLC | DE | SOLE OWNER | E | Control |
| QTR MANAGEMENT, LLC | DE | OWNER | D | Control |
| QTR MANAGEMENT, LLC | DE | OWNER | D | Control |
| QTR MANAGEMENT, LLC | DE | OWNER | D | Control |
| QTR MANAGEMENT, LLC | DE | OWNER | D | Control |
| QTR MANAGEMENT, LLC | DE | OWNER | D | Control |
| QTR MANAGEMENT, LLC | DE | OWNER | D | Control |
| QTR MANAGEMENT, LLC | DE | OWNER | D | Control |
| WOW MANAGEMENT, LLC | DE | OWNER | D | Control |
| WOW MANAGEMENT, LLC | DE | OWNER | D | Control |
| WOW MANAGEMENT, LLC | DE | OWNER | D | Control |
| WOW MANAGEMENT, LLC | DE | OWNER | D | Control |
| WOW MANAGEMENT, LLC | DE | OWNER | D | Control |
| WOW MANAGEMENT, LLC | DE | OWNER | D | Control |
| WOW MANAGEMENT, LLC | DE | OWNER | D | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| HUNTER, CHAD, MICHAEL | I | WOW MANAGEMENT, LLC | E | Control |
| HUNTER, CHAD, MICHAEL | I | WOW MANAGEMENT, LLC | E | Control |
| HUNTER, CHAD, MICHAEL | I | WOW MANAGEMENT, LLC | E | Control |
| HUNTER, CHAD, MICHAEL | I | WOW MANAGEMENT, LLC | E | Control |
| Hunter, Wesley, David | I | QTR MANAGEMENT, LLC | E | Control |
| Hunter, Wesley, David | I | QTR MANAGEMENT, LLC | E | Control |
| Hunter, Wesley, David | I | QTR MANAGEMENT, LLC | E | Control |
| Hunter, Wesley, David | I | QTR MANAGEMENT, LLC | E | Control |
| Kupfer, Corey, NMN | I | RIAKA HOLDINGS, LLC | E | Control |
| Kupfer, Corey, NMN | I | RIAKA HOLDINGS, LLC | E | Control |
| Kupfer, Corey, NMN | I | RIAKA HOLDINGS, LLC | E | Control |
Registrations
Federal
IA
Jun 16, 2025 REGISTERED
Notice Filings (1)
FL
Address
605 CRESCENT EXECUTIVE COURTSUITE 104
LAKE MARY, FL 32746
United States
Phone: 407-745-0715