Avantra Family Wealth, Inc.
Avantra Family Wealth, Inc. is an SEC-registered mass-market adviser in Mechanicsburg, PA with $221.6M assets under management (AUM, regulatory AUM), +14% over one year. See who owns Avantra Family Wealth, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 288209, SEC 801-113234, data through 2026-06-17.
- AUM (assets under management / regulatory AUM)
- $221.6M (2026-06-17)
- Firm type
- Mass-Market Adviser
- Location
- Mechanicsburg, PA
- Employees
- 6
- Clients
- 223
- CRD
- 288209
- Ownership
- COLLINS, FRANK, ROBERT; KENAWELL-HOFFECKER, KIM, LEE; HOFFMAN, WADE; KENAWELL, KIM, LEE; Hoffman, Wade, Aaron
How much AUM does Avantra Family Wealth, Inc. have?
Avantra Family Wealth, Inc. reported $221.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-17).
Who owns Avantra Family Wealth, Inc.?
Disclosed owners and executives of Avantra Family Wealth, Inc. include COLLINS, FRANK, ROBERT, KENAWELL-HOFFECKER, KIM, LEE, HOFFMAN, WADE, KENAWELL, KIM, LEE, Hoffman, Wade, Aaron. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.