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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- ValueUnison +more
- Established Date
- 04-01-2024
- Office Locations
- 1
Office Locations
About QTR Family Wealth, LLC
QTR Family Wealth, LLC is a Lake Mary, FL registered investment adviser serving retail and institutional clients, with a focus on entrepreneurs. The firm provides financial and tax planning, estate planning, insurance, asset management, and portfolio construction. Investment exposure spans ETFs, mutual funds, fixed income, and public and private markets (including private equity/venture). Custodied primarily at Fidelity/NFS; supports held-away retirement accounts via Pontera.
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Owner & Executives
NICOLE DI PIETRO
Chief Operations Officer
- CRD
- --
- Ownership
- Less than 5%
Chad Michael Hunter
Chief Executive Officer, Managing Partner
- CRD
- #5284723
- Ownership
- Less than 5%
Crest harbor
Matrix alpha radial
- CRD
- #61925
- Ownership
- 15.6%
Showing 2 of 4 owners & executives
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William Michael Freeman
--
- CRD
- #6949645
Charles Whitlock Kunzelman
--
- CRD
- #4074399
Vector ember
Capital beacon
- CRD
- #65375
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $749,321,996 | $935,483 |
| Non-Discretionary | $0 | -- |
| Total | $749,321,996 | $935,483 |
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Separately Managed Accounts
Total SMA Asset: $749,321,996
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,914,801,534 | 22.5% |
| Public Funds | $689,328,552 | 8.1% |
| Private Funds | $825,492,217 | 9.7% |
| Cash | $655,287,636 | 7.7% |
| Municipal Bonds | $1,565,882,143 | 18.4% |
| Corporate - Investment Grade | $553,164,888 | 6.5% |
| Equity - OTC | $621,246,720 | 7.3% |
| Other | $1,685,025,350 | 19.8% |
| Total | $8,510,229,040 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PATHWAY MATRIX | MERIDIAN CREST | O0Z89D4J3 | MSDIH | 11.74% | $17,603,367 |
| VITAL VALUE | MERIDIAN VALUE | J2ZIDFRIH | EPYV | 11.07% | $72,813,984 |
| CREST INSIGHT CAPITAL | VALUE PIONEER | WETFG1NV2 | AFKHP | 2.56% | $50,156,894 |
| CATALYST CREST NORTH | ATLAS LEGACY | T07O93POX | TTV | 9.59% | $29,020,187 |
| OPTIMA PIONEER FOCUS | VITAL ALPHA | 023LSSDRZ | RFJ | 1.95% | $47,068,460 |
| OAK VITAL | HARBOR RIDGE | 39S768AA1 | UUW | 12.30% | $13,742,536 |
| CATALYST BEACON | QUANTUM SUMMIT | A78LX7Q49 | IVG | 10.59% | $100,676,031 |
| MERIDIAN CAPITAL | ALPHA CATALYST | JCPUSBR4H | CVXQK | 4.46% | $117,417,521 |