A complete list of active advisors currently associated with QTR Family Wealth, LLC

Warmer can help you find a great advisor at QTR Family Wealth, LLC or one who fits your needs even better.

QTR Family Wealth, LLC is an SEC-registered wealth management and investment advisory firm that serves high‑net‑worth individuals, families, small businesses, and retirement plans. It offers comprehensive Wealth Management Advisory Services (WMAS), a non‑discretionary Wealth Management and Investment Advisory Services (WMIAS) program, business consulting under separate agreements, trustee assistance, lifestyle management, tax coordination, and support for donor‑advised funds. The firm generally acts as a manager‑of‑managers, building model‑based household portfolios and overseeing third‑party investment managers and platform providers on a discretionary basis. For select clients QTR implements specialized strategies—including an options overlay and direct index long/short programs that can involve margin, leverage, and derivatives—and coordinates investment decisions with outside tax, legal, and insurance professionals. Notable operational features disclosed in the brochure include that some QTR financial professionals also serve as registered representatives of FINRA‑registered broker‑dealers and as licensed insurance agents, and the firm has revenue‑sharing and licensing arrangements with certain third‑party service providers, creating potential conflicts of interest. With approximately $749.3 million in regulatory AUM and a team‑based adviser structure, QTR emphasizes outsourced manager relationships and separates its business consulting engagements from its investment advisory services.

To learn more about the advisors currently working at QTR Family Wealth, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.