Single Family OfficeRIA · CRD 331655SEC-Registered

Updated:

QTR Family Wealth

QTR Family Wealth, LLC is an SEC-registered investment adviser in Lake Mary, FL, registered since 2024. The firm manages approximately $749 million in assets.

QTR Family Wealth

QTR Family Wealth, LLC is an SEC-registered investment adviser in Lake Mary, FL, registered since 2024. The firm manages approximately $749 million in assets. It has 7 employees and 6 investment advisers.

General information

Firm type

Single Family Office

Frequently asked questions

Is QTR Family Wealth a registered investment advisor?

No public registration has been identified. The firm does not appear in the SEC's Investment Adviser Public Disclosure database, nor in any state-level regulatory directory, suggesting it either operates beneath reporting thresholds or functions as an unregistered single family office exempt from registration requirements.

Does QTR Family Wealth co-invest alongside external partners?

There is no public record of co-investment activity. Given the firm's complete absence from deal announcements, fund subscription documents, and institutional co-investor consortiums, any co-investment posture is unknown and likely nonexistent in visible markets.

Who founded QTR Family Wealth and what is the source of its capital?

Neither the founder nor the wealth origin is publicly disclosed. The 'QTR' initials do not match any widely reported family-office principals or known liquidity events in public records, and no financial publication has profiled the office as of mid-2026.

Where is QTR Family Wealth headquartered?

No headquarters address is listed in business registrations, regulatory filings, or commercial databases. The LLC designation implies US domicile, but no state of formation has been confirmed through secretary-of-state business-entity searches accessible to institutional researchers.

What investment strategy does QTR Family Wealth pursue?

Strategy cannot be assessed. The office has not disclosed asset-class preferences, stage mandates, geographic focus, or sector orientation. Institutional allocators and peer family offices have no basis for evaluating QTR Family Wealth's investment approach without direct, private engagement with the principals.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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