# QTR Family Wealth

QTR Family Wealth is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 331655
- **SEC file number:** 801-130687
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/331655

## About

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.

## Questions

### 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.

### 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.

## Related profiles

- [SONE Capital Management](https://altss.com/profile/sone-capital-management-llc)

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Last updated: 2026-07-06T01:24:23.811Z

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