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Kim Lee Kenawell

Founder, Chief Executive Officer, Senior Family Wealth AdvisorAvantra Family Wealth, Inc.CRD 2681649

About Kim Lee Kenawell

Kim Lee Kenawell is listed as Founder, Chief Executive Officer, Senior Family Wealth Advisor at Avantra Family Wealth, Inc. in Mechanicsburg, PA. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Avantra Family Wealth, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Kim Lee Kenawell work?

Kim Lee Kenawell is listed as Founder, Chief Executive Officer, Senior Family Wealth Advisor at Avantra Family Wealth, Inc. on SEC Form ADV.

How much of Avantra Family Wealth, Inc. does Kim Lee Kenawell own?

Form ADV reports a beneficial ownership band of Over 75%.

Avantra Family Wealth, Inc.

TitleFounder, Chief Executive Officer, Senior Family Wealth Advisor
OwnershipOver 75%
Control personYes
Since2017
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