KINTRA WEALTH, LLC
Firm details
- Headquarters
- WILLIAMSPORT, Pennsylvania
- CRD number
- 299407
- Registered since
- January 28, 2019
- Website
- kintrawealth.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI60.98%
- Individuals39.02%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Kintra Wealth, LLC is an independent, SEC-registered registered investment adviser formed as an LLC in 2019 and owned by an individual. The firm serves primarily individuals and families and functions as a capital allocator—both managing client portfolios and appointing third‑party managers when appropriate. Core advisory services include financial planning, portfolio management for individuals and small businesses, and selection of other advisers. Its fee schedule combines percentage-of-AUM billing with hourly and fixed-fee arrangements. The firm is not identified as an active ESG investor in the available snapshot.
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
- Public Funds/Mutual Funds71%
- Exchange Traded Equities15%
- Cash & Cash Equivalents8%
- State & Local Bonds3%
- Non-Exchange Traded Equities2%
Owners & executives
3 of 5KEITH SPRAUER
Investment CoordinatorCRD 1701965
Chad Kreda
Investment CoordinatorCRD 7130839
NICHOLAS LORING
CEO and Managing PartnerCRD 5974514
Contacts
3 of 35ALEXANDER SIMON
Managing PrincipalCRD 2764737
John Courville
Wealth AdvisorCRD 7778132
JAMES COX
Managing PartnerCRD 4650773
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 279Active vs passive
$1.3B in ETFs
49%
$632M
30%
$653M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| MC TRIO EQUITY BUFFERED ETF (TRIO) | $110M | 1,822,032 | 8.57% |
Location
WILLIAMSPORT, PA
LYCOMING
Location
WILLIAMSPORT, PA
Headquartered in WILLIAMSPORT, PA, anchoring the Williamsport-Lock Haven, PA metro in the Northeast.
- Metro area
- Williamsport-Lock Haven, PA
- Region
- Northeast
- County
- LYCOMING
- Address
- 1000 Commerce Park Dr
- Time zone
- ET (UTC-5)
- Office locations
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