Avantra Family Wealth, Inc.
Firm details
- Headquarters
- Mechanicsburg, Pennsylvania
- CRD number
- 288209
- Registered since
- May 17, 2018
- Website
- www.avantrafamilywealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI78.74%
- Individuals21.26%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Avantra Family Wealth, Inc. is an independent registered investment adviser that serves individual and family clients. The firm is SEC-registered (initial registration in 2018) and operates as a corporation under individual ownership. Its advisory services include financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. Fee arrangements are flexible and include a percentage of AUM, hourly charges, and fixed fees. The firm identifies itself as a capital allocator and does not describe itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities50%
- Public Funds/Mutual Funds40%
- Private Funds5%
- Cash & Cash Equivalents3%
- US Government Bonds1%
Owners & executives
1 of 1
Kim Kenawell
Founder & CEOCRD 2681649
Contacts
2 of 2
Steven Thompson
Partner, Family Wealth AdvisorCRD 4357058
Wade Hoffman
Partner, CCOCRD 2825341
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 60Active vs passive
$55.8M in ETFs
41%
$23M
43%
$32.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FT VEST US EQUITY MODERATE BUFFER ETF - JUNE (GJUN) | Active | Options Trading | $4.7M | 111,532 | 8.38% |
Location
Mechanicsburg, PA
Cumberland
Location
Mechanicsburg, PA
Headquartered in Mechanicsburg, PA, anchoring the Harrisburg-York-Lebanon, PA metro in the Northeast.
- Metro area
- Harrisburg-York-Lebanon, PA
- Region
- Northeast
- County
- Cumberland
- Address
- 100 Sterling Pkwy
- Time zone
- ET (UTC-5)
- Office locations
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