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 registered investment adviser organized as an LLC and SEC-registered since 2019. The firm serves mainly individual and family clients and is owned by an individual proprietor. Its advisory services emphasize comprehensive financial planning, portfolio management for individuals and small businesses, and selecting third-party advisers. Kintra charges a mix of percentage-of-AUM fees plus hourly and fixed-fee arrangements. The firm identifies itself as a capital allocator and maintains an industry affiliation with an insurance company. It 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
- Public Funds/Mutual Funds71%
- Exchange Traded Equities15%
- Cash & Cash Equivalents8%
- State & Local Bonds3%
- Non-Exchange Traded Equities2%
Owners & executives
3 of 5
Keith Sprauer
Investment CoordinatorCRD 1701965
Chad Kreda
Investment CoordinatorCRD 7130839
Nicholas Loring
CEO and Managing PartnerCRD 5974514
Contacts
3 of 37
Catherine Farley
ConsultantCRD 2314911
Alexander Simon
Managing PrincipalCRD 2764737
John Courville
Wealth AdvisorCRD 7778132
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
Similar firms
Hudock Capital Group
RIAWilliamsport, PA
Tower Bridge Advisors
RIAW Cnshohocken, PA
Alden Capital
RIAWayne, PA
River Wealth Advisors LLC
RIACamp Hill, PA
Electra Capital
RIAConshohocken, PA
Roble, Belko And Company, Inc.
RIASewickley, PA