Qtr Family Wealth, LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 331655
- SEC number
- 801-130687
- Firm type
- RIA
- Assets under management
- $749.3M as of Mar 31, 2026
- Website
- www.qtrfamily.com ↗
- Phone
- 407-745-0715
- Address
- 605 Crescent Executive Court, Lake Mary, FL, 32746
Advisors at this firm
6 in our index · page 1 of 1
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William Michael FreemanCRD 6949645 · Lake Mary, FLIA RegisteredBroker
-
Chad Michael HunterCRD 5284723 · Lake Mary, FLIA RegisteredBroker
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Wesley David HunterCRD 4236467 · Lake Mary, FLIA RegisteredRegistration inactiveDisclosure event(s) on record
-
Charles Whitlock KunzelmanCRD 4074399 · Lake Mary, FLIA RegisteredBrokerDisclosure event(s) on record
-
Lisa Renee MalaspineCRD 4299545 · Lake Mary, FLIA RegisteredBroker
-
John Christopher MurphyCRD 8008881 · Lake Mary, FLIA Registered
1–6 of 6
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 331655 ↗
FINRA BrokerCheck record for firm CRD 331655 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.