CRD: 288209
Avantra Family Wealth, Inc.
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- Custodian
- Charles Schwab & Company · Merrill Lynch · Morgan Stanley
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between August 6, 2025 and June 17, 2026, reported AUM increased 14.0%, from $194.4M to $221.6M.
Across 5 reported observations, AUM increased 40.0% between September 28, 2022 and June 17, 2026, from $158.2M to $221.6M.
Of the latest reported AUM, 97.6% is discretionary and 2.4% is non-discretionary.
The firm reports 3 advisory representatives and 223 clients, or 74.3 clients per representative. That equates to $993.5K in reported AUM per client.
The profile lists 1 reported office location and 9 years in operation. The source data was last updated on June 17, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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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%
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| 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
SMA allocation detail is available
Avantra Family Wealth, Inc. has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Avantra Family Wealth, Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.