| 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 |
Avantra Family Wealth, Inc. reports $194.4 million in regulatory assets under management on its Form ADV.
Avantra Family Wealth, Inc. reports 6 employees.
Avantra Family Wealth, Inc. is based in Mechanicsburg, PA and has been SEC-registered since 2018.
Avantra Family Wealth, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $186.5M |
| Non-discretionary | $7.9M |
| Total (RAUM) | $194.4M |