Avantra Family Wealth, Inc.
● SEC registered since 2018CRD 288209SEC# 801-113234Mechanicsburg, PA
Reg. AUM
$221.6M
Employees
6
Accounts
1,041
Location
Mechanicsburg, PA
Avantra Family Wealth, Inc. assets under management
Avantra Family Wealth, Inc. is an investment advisory firm registered with the SEC based in Mechanicsburg, PA. The firm has been registered since 2018. It reports $221.6 million in regulatory assets under management and employs 6 people.
Avantra Family Wealth, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kim Lee Kenawell Control | Founder, Chief Executive Officer, Senior Family Wealth Advisor | Over 75% | 2017 |
| Steven Bentley Thompson Control | Chief Operating Officer, Family Wealth Advisor | Under 5% | 2023 |
| Wade Aaron Hoffman Control | Founder, Chief Compliance Officer | 5-10% | 2017 |
Frequently asked questions
How much does Avantra Family Wealth, Inc. manage?
Avantra Family Wealth, Inc. reports $221.6 million in regulatory assets under management on its Form ADV.
How many employees does Avantra Family Wealth, Inc. have?
Avantra Family Wealth, Inc. reports 6 employees.
Where is Avantra Family Wealth, Inc. located?
Avantra Family Wealth, Inc. is based in Mechanicsburg, PA and has been SEC-registered since 2018.
Does Avantra Family Wealth, Inc. disclose fund performance?
Avantra Family Wealth, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 100 Sterling Parkway, Suite 107, Mechanicsburg, PA 17050 |
| Phone | (717) 276-1501 |
| Fax | (717) 276-1540 |
| Office hours | By Appointment |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1774744 |
| Discloses disciplinary history | No |
Regulatory AUM
$221.6M▲ 14%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 72%
Larger than 28% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$221.6Mregulatory AUM
Discretionary $216.1MNon-discretionary $5.4M