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Wade Aaron Hoffman

Founder, Chief Compliance OfficerAvantra Family Wealth, Inc.CRD 2825341

About Wade Aaron Hoffman

Wade Aaron Hoffman is listed as Founder, Chief Compliance Officer at Avantra Family Wealth, Inc. in Mechanicsburg, PA. Form ADV reports a beneficial ownership band of 5-10%.

Reported ownership

Owns 5-10% of Avantra Family Wealth, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Wade Aaron Hoffman work?

Wade Aaron Hoffman is listed as Founder, Chief Compliance Officer at Avantra Family Wealth, Inc. on SEC Form ADV.

How much of Avantra Family Wealth, Inc. does Wade Aaron Hoffman own?

Form ADV reports a beneficial ownership band of 5-10%.

Avantra Family Wealth, Inc.

TitleFounder, Chief Compliance Officer
Ownership5-10%
Control personYes
Since2017
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