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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

QTR FAMILY WEALTH, LLC

CRD 331655

LAKE MARY, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:47901cbb-6c39-efa4-469b-fe3af9a23c39

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:35 AM UTC and rebuilt at most every 15 minutes.

Relationships: 16
Dated events: 6
On other graphs: 1
Observed: Jun 14, 2024 to Mar 31, 2026
11 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Family Officesidentity

QTR Family Wealth, LLC

Family office · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=4.0
Regulatory AUM: $749MItem 5.F on the latest filing (2026-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $749M
Private client RAUM: $743MderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 6
RAUM per advisor: $125Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 7
Advisory employees: 6
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 801
Individual clients: 53
High net worth clients: 144
Custody, client assets: $8.0M
SEC number: 801-130687
CRD: 331655
Filings on the tape: 11
First filed: Jun 14, 2024
Latest filed: Mar 31, 2026
Organised: Limited Liability Company, FL
Website: qtrfamily.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
Wesley David Hunter	n/a	LAKE MARY, FL	1	24	3	no
Chad Michael Hunter	Certified Financial Planner	LAKE MARY, FL	1	19	4	yes
John Christopher Murphy	n/a	LAKE MARY, FL	1	12	n/a	no
Charles Whitlock Kunzelman	Certified Financial Planner\|Chartered Financial Consultant	LAKE MARY, FL	1	26	8	yes
Lisa Renee Malaspine	n/a	LAKE MARY, FL	1	23	2	yes
William Michael Freeman	n/a	LAKE MARY, FL	1	11	2	yes

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
DI PIETRO, NICOLE	CHIEF OPERATIONS OFFICER	Na	yes	04/2024	Nov 8, 2024	Dec 4, 2024
HUNTER, CHAD, MICHAEL	Owner	E	yes	03/2022	Jun 14, 2024	Dec 4, 2024
HUNTER, CHAD, MICHAEL	CHIEF EXECUTIVE OFFICER/ MANAGING PARTNER	Na	yes	11/2024	Jun 14, 2024	Dec 4, 2024
Hunter, Wesley, David	Owner	E	yes	03/2022	Jun 14, 2024	Dec 4, 2024
Hunter, Wesley, David	MANAGING PARTNER	Na	yes	11/2024	Jun 14, 2024	Dec 4, 2024
QTR MANAGEMENT, LLC	Owner	D	yes	11/2024	Nov 8, 2024	Dec 4, 2024
WOW MANAGEMENT, LLC	Owner	D	yes	11/2024	Nov 8, 2024	Dec 4, 2024
PAYNE, CHRISTOPHER, LEE	CHIEF COMPLIANCE OFFICER	Na	no	11/2024	Nov 21, 2024	Dec 4, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026	$749M	$749M	7	6	0	n/a	n/a
2024	Mar 31, 2025	$583M	$583M	8	4	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	5	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$749M	$583M	28.6%	n/a	n/a	7	8	0	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
BISON WEALTH, LLC	4	Feb 14, 2025	Dec 18, 2024	ATLANTA, GA	Firm absorbed	RIA to RIA	66.7%

Relationships

Registered with (6)

← Lisa Renee MalaspineAdvisorregistration: current employment
Dec 18, 2024 to presentfactForm ADV
← William Michael FreemanAdvisorregistration: current employment
Dec 18, 2024 to presentfactForm ADV
← Charles Whitlock KunzelmanAdvisorregistration: current employment
Dec 16, 2024 to presentfactForm ADV
← John Christopher MurphyAdvisorregistration: current employment
Dec 2, 2024 to presentfactForm ADV
← Chad Michael HunterAdvisorregistration: current employment
Nov 18, 2024 to presentfactForm ADV
← Wesley David HunterAdvisorregistration: current employment
Nov 15, 2024 to presentfactForm ADV

Moved with (1)

← BISON WEALTH, LLCRegistered adviser3 advisors, firm absorbed, same day
Feb 14, 2025 to Dec 18, 2024factForm ADV

Controls (5)

← Hunter, Wesley, DavidOwnerOWNER, ownership code E, individual
Jun 14, 2024 to Dec 4, 2024factForm ADV
← HUNTER, CHAD, MICHAELOwnerOWNER, ownership code E, individual
Jun 14, 2024 to Dec 4, 2024factForm ADV
← DI PIETRO, NICOLEOwnerCHIEF OPERATIONS OFFICER, ownership code NA, individual
Nov 8, 2024 to Dec 4, 2024factForm ADV
← QTR MANAGEMENT, LLCOwnerOWNER, ownership code D, domestic entity
Nov 8, 2024 to Dec 4, 2024factForm ADV
← WOW MANAGEMENT, LLCOwnerOWNER, ownership code D, domestic entity
Nov 8, 2024 to Dec 4, 2024factForm ADV

Owns (1)

← PAYNE, CHRISTOPHER, LEEOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Nov 21, 2024 to Dec 4, 2024factForm ADV

Dated events

Occurred
Mar 31, 2026
Regulatory AUM changed
Qtr Family Wealth, Llc reported RAUM $749.3M, up 29% from $582.8M (2025-06-16 to 2026-03-31)
Form ADVobserved 6 days ago
$166M
Occurred
Mar 31, 2025
Regulatory AUM changed
Qtr Family Wealth, Llc reported RAUM $582.8M, up 443% from $107.3M (2024-12-04 to 2025-03-31)
Form ADVobserved 6 days ago
$476M
Occurred
Feb 14, 2025
Team lift-out
2 advisors left Bison Wealth, LLC (Atlanta, GA) for Qtr Family Wealth, LLC on the same day
Form ADVobserved 6 days ago
2 advisors
Occurred
Nov 8, 2024
Control person joined
Nicole Di Pietro (Chief Operations Officer) appeared on Schedule A of Qtr Family Wealth, Llc
Form ADVobserved 6 days ago
Occurred
Nov 8, 2024
Control person left
Nmn Corey Kupfer (Manager And Chief Executive Officer) no longer on Schedule A of Qtr Family Wealth, Llc (listed 2024-08-02, absent 2024-11-08)
Form ADVobserved 6 days ago
Occurred
Jun 14, 2024
First Form ADV filing
Alectra Wealth Advisors, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:47901cbb-6c39-efa4-469b-fe3af9a23c39
First observed: Jun 14, 2024
Last observed: Mar 31, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

QTR FAMILY WEALTH, LLC

CRD 331655

LAKE MARY, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:47901cbb-6c39-efa4-469b-fe3af9a23c39

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:35 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

Wesley David Hunter

n/a

LAKE MARY, FL

Chad Michael Hunter

Certified Financial Planner

LAKE MARY, FL

yes

John Christopher Murphy

n/a

LAKE MARY, FL

n/a

Charles Whitlock Kunzelman

Certified Financial Planner|Chartered Financial Consultant

LAKE MARY, FL

yes

Lisa Renee Malaspine

n/a

LAKE MARY, FL

yes

William Michael Freeman

n/a

LAKE MARY, FL

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

DI PIETRO, NICOLE

CHIEF OPERATIONS OFFICER

yes

04/2024

Nov 8, 2024

Dec 4, 2024

HUNTER, CHAD, MICHAEL

Owner

yes

03/2022

Jun 14, 2024

Dec 4, 2024

HUNTER, CHAD, MICHAEL

CHIEF EXECUTIVE OFFICER/ MANAGING PARTNER

yes

11/2024

Jun 14, 2024

Dec 4, 2024

Hunter, Wesley, David

Owner

yes

03/2022

Jun 14, 2024

Dec 4, 2024

Hunter, Wesley, David

MANAGING PARTNER

yes

11/2024

Jun 14, 2024

Dec 4, 2024

QTR MANAGEMENT, LLC

Owner

yes

11/2024

Nov 8, 2024

Dec 4, 2024

WOW MANAGEMENT, LLC

Owner

yes

11/2024

Nov 8, 2024

Dec 4, 2024

PAYNE, CHRISTOPHER, LEE

CHIEF COMPLIANCE OFFICER

11/2024

Nov 21, 2024

Dec 4, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$749M

n/a

2024

Mar 31, 2025

$583M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$749M

$583M

28.6%

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

BISON WEALTH, LLC

Feb 14, 2025

Dec 18, 2024

ATLANTA, GA

Firm absorbed

RIA to RIA

66.7%