Qtr Family Wealth, Llc
- Regulatory AUM
- $749M
- Discretionary
- $749M
- Clients
- 205
- Avg AUM / client
- $3.7M
- Accounts
- 801
- Employees
- 7
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 53 | $20.7M | 2.76% |
| High net worth individuals | 144 | $723M | 96.5% |
| Corporations and other businesses | 8 | $5.9M | 0.78% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Chad Michael Hunter | Chief Executive Officer/ Managing Partner | CFP | Mar 2022 (4y) | ≈ 37.5% – 75% via Wow Management, Llc |
| Wesley David Hunter | Managing Partner | Mar 2022 (4y) | ≈ 37.5% – 75% via Qtr Management, Llc | |
| Di Pietro, Nicole | Chief Operations Officer | Apr 2024 (2y) | Less than 5% | |
| Payne, Christopher, Lee | Chief Compliance Officer | Nov 2024 (2y) | Less than 5% | |
| John Christopher Murphy | Registered representative | Dec 2024 (2y) | ||
| Charles Whitlock Kunzelman | Registered representative | CFP Chartered Financial Consultant | Dec 2024 (2y) | |
| Lisa Renee Malaspine | Registered representative | Dec 2024 (2y) | ||
| William Michael Freeman | Registered representative | Dec 2024 (2y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Wow Management, Llc | Owner | Nov 2024 | A | 50% – 75% |
| Qtr Management, Llc | Owner | Nov 2024 | A | 50% – 75% |
Estimated effective ownership (look-through of filed bands):
- Chad Michael Hunter: 75% – 100% of Wow Management, Llc × 50% – 75% direct ≈ 37.5% – 75% of the firm
- Wesley David Hunter: 75% – 100% of Qtr Management, Llc × 50% – 75% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.02 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Brokerage Services $556M (74% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗