CRD: 288209
Avantra Family Wealth, Inc.
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-09-2017
- Office Locations
- 1
Office Locations
About Avantra Family Wealth, Inc.
Avantra Family Wealth is an independent, Mechanicsburg, PA-based multi-family office serving emerging-wealth households and entrepreneurs with concierge-style wealth management. The firm provides financial and investment planning, asset management, and estate/charitable planning, implementing portfolios primarily with ETFs and other public funds. Custodies client assets with Charles Schwab.
Team overview
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Investment Themes
Investment Vehicles
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Owner & Executives
KIM LEE KENAWELL
Chief Executive Officer, FOUNDER, Wealth Advisor
- CRD
- #2681649
- Ownership
- 75% or more
Wade Aaron Hoffman
Chief Compliance Officer, FOUNDER
- CRD
- #2825341
- Ownership
- 5% but less than 10%
Showing 2 of 3 owners & executives
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Wade Aaron Hoffman
Chief Compliance Officer, FOUNDER
- CRD
- #2825341
KIM LEE KENAWELL
Chief Executive Officer, FOUNDER, Wealth Advisor
- CRD
- #2681649
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $216,145,637 | $212,324 |
| Non-Discretionary | $5,409,454 | $235,194 |
| Total | $221,555,091 | $212,829 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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