QTR FAMILY WEALTH, LLC

Overview

QTR Family Wealth, LLC is an independent registered investment adviser that positions itself as a capital allocator for high-net-worth individuals, families and institutional clients. The firm is SEC-registered (2024) and operates as a domestic, LLC-owned advisor that also maintains broker-dealer registration activity and insurance brokerage capabilities. Its advisory services include comprehensive financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of third‑party advisers. Investment activity shows a clear emphasis on publicly traded equities—particularly exchange‑traded securities—paired with manager-driven access to private markets. The firm charges a mix of percentage-of-AUM, hourly and fixed fees, and it sources outside alternative managers for private equity, venture capital and private placements while supplementing equity exposure with annuities and mutual funds. QTR Family Wealth does not position itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices