AVANTRA FAMILY WEALTH, INC.
Adviser information for AVANTRA FAMILY WEALTH, INC. last updated from Form ADV on February 8th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Pennsylvania, United States |
Employees
| Total Number of Employees | 6 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 2 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 2 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 748 | $147.7M |
| Non-Discretionary | 73 | $10.6M |
| Total | 821 | $158.3M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 178 | $65.7M |
| HNW Individuals | 51 | $92.6M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 11-25 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Principal Office
100 STERLING PARKWAYSUITE 107
MECHANICSBURG
PA
United States
Monday - Friday, BY APPOINTMENT
Tel: (717) 276-1501, Fax: (717) 276-1540
Chief Compliance Officer
WADE HOFFMAN
FOUNDER
100 STERLING PARKWAY
SUITE 107
MECHANICSBURG
PA
United States
Tel:
(717) 276-1501
Fax:
(717) 276-1540
W***********@**********************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| KENAWELL, KIM, LEE | Individual | – | FOUNDER, CHIEF EXECUTIVE OFFICER, SENIOR FAMILY WEALTH ADVISOR | 07/2017 | > 75% |
| Hoffman, Wade, Aaron | Individual | – | FOUNDER, CHIEF COMPLIANCE OFFICER | 07/2017 | 5-10% |
| Thompson, Steven, Bentley | Individual | – | CHIEF OPERATING OFFICER, FAMILY WEALTH ADVISOR | 04/2023 | < 5% |