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QTR FAMILY WEALTH, LLC

LAKE MARY, FL · CRD 331655 · IAPD ↗ · qtrfamily.com · 407-745-0715

$749.3MRegulatory AUM
6Advisory reps
7Employees
0Clients
0Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

28
April 2026 — QTR FAMILY WEALTH, LLC changed its website from qtrfamilycapital.com to qtrfamily.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
49
April 2026 — QTR FAMILY WEALTH, LLC notice-filed in NE, NY, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2026 — QTR FAMILY WEALTH, LLC reported RAUM up 29% ($582.8M -> $749.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2026 — QTR FAMILY WEALTH, LLC grew from 4 to 6 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
68
April 2025 — QTR FAMILY WEALTH, LLC now reports custody of client assets ($3.0M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
70
April 2025 — QTR FAMILY WEALTH, LLC crossed $500M in regulatory AUM ($107.3M -> $582.8M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
January 2025 — QTR FAMILY WEALTH, LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
55
December 2024 — ALECTRA WEALTH ADVISORS, LLC is now doing business as QTR FAMILY WEALTH, LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
95
September 2024 — ALECTRA WEALTH ADVISORS, LLC (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 0 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.