Qtr Family Wealth, Llc, FL — Investment Adviser | BuildTrust

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QTR FAMILY WEALTH, LLC

Investment AdviceLAKE MARY, FL

Assets Under Management

$582.8M

Total AUM

Donut chart: Discretionary 582.8M, Non-Discretionary 49K
Category	Value
Discretionary	582.8M
Non-Discretionary	49K

Adviser Information

Field	Value
CRD Number	331655
SEC Number	801-130687
Street Address	605 CRESCENT EXECUTIVE COURT
Street Address 2	SUITE 104
Location	LAKE MARY, FL 32746
Country	United States
Phone	407-745-0715
Total Employees	8
Business Types	registered_representative, insurance_broker

Client Count by Type (191 Total)

Horizontal bar chart: High Net Worth Individual… 131, Individuals (other than H… 40, Corporations/Businesses 20
Category	Value
High Net Worth Individual…	131
Individuals (other than H…	40
Corporations/Businesses	20