This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail
- Platforms
- Ember
- Established Date
- 01-28-2019
- Office Locations
- 11
Office Locations
About Kintra Wealth, LLC
Kintra Wealth, LLC (Evergreen Wealth Solutions) provides ongoing financial planning and portfolio management for individuals and families, with a client-first, transparent approach and an ensemble advisory team. The firm emphasizes cost-effective, tax-efficient implementation and continually updates plans as markets and tax laws change. Portfolios primarily use public funds and ETFs, with select solutions not commonly offered to retail clients. Custody is with Fidelity/NFS; the firm publishes client education via webinars and videos.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ANDREW C HARRIS
Chief Compliance Officer, Managing Member, President
- CRD
- #3242291
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Connor J Barbella-Roesler
CERTIFIED FINANCIAL PLANNER™, Operations Manager
- CRD
- #7405629
EDWARD VINCENT BARONE
Wealth Manager
- CRD
- #4270044
Focus catalyst
Foundation beacon
- CRD
- #96718
Showing 2 of 42 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,501,009,982 | $237,916 |
| Non-Discretionary | $0 | -- |
| Total | $1,501,009,982 | $237,916 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $1,501,009,982
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $505,775,134 | 17.9% |
| Equity - Exchange | $426,659,471 | 15.1% |
| Cash | $341,892,689 | 12.1% |
| Municipal Bonds | $664,006,461 | 23.5% |
| Equity - OTC | $624,448,630 | 22.1% |
| Corporate - Investment Grade | $262,777,025 | 9.3% |
| Total | $2,825,559,410 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| HORIZON RADIAL | UNISON ZENITH | EFXND8IW2 | RCVY | 10.06% | $57,616,918 |
| CREST HARBOR | ELEMENT SIGNAL | O4ZTIPQ8X | RMHU | 3.59% | $115,544,949 |
| HARBOR UNISON | BRIDGE PRIME | DBELXJ74T | YKWSG | 7.33% | $87,541,632 |
| ZENITH VALUE NORTH | TIMBER PRIME | 9ELRIRARU | RIUU | 4.85% | $53,661,200 |
| ALPHA WAVE | RADIAL ALPHA | AY5B8RFQ9 | VKUKU | 5.86% | $98,541,405 |
| HORIZON WAVE | OAK HORIZON | DSTLWPK41 | QJI | 4.74% | $21,542,106 |
| FUSION FRONTIER | RIDGE HORIZON | F93LZTYTM | XCUR | 3.73% | $54,259,843 |
| CAPITAL FOUNDATION | MOMENTUM CREST | 6O5IUUMR7 | JEOSG | 12.42% | $92,083,107 |