AVANTRA FAMILY WEALTH, INC.
CRD #288209 SEC #801-113234 MECHANICSBURG, PA (717) 276-1501
SEC Registered
Total AUM
$194.4M
Discretionary
$186.5M
Employees
6
Clients
25
Accounts
990
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $194.4M | $186.5M | $7.9M | 6 | 0 |
| Feb 2025 | $194.4M | $186.5M | $7.9M | 6 | 0 |
| Jul 2024 | $158.3M | $147.7M | $10.6M | 6 | 0 |
| Apr 2024 | $158.3M | $147.7M | $10.6M | 6 | 0 |
| Feb 2024 | $158.3M | $147.7M | $10.6M | 6 | 0 |
| Apr 2023 | $138.4M | $123.1M | $15.3M | 6 | 0 |
| Mar 2023 | $138.4M | $123.1M | $15.3M | 6 | 0 |
| Sep 2022 | $158.2M | $134.9M | $23.3M | 6 | 0 |
| May 2022 | $158.2M | $134.9M | $23.3M | 6 | 0 |
| Mar 2022 | $158.2M | $134.9M | $23.3M | 6 | 0 |
| Nov 2021 | $132.2M | $111.9M | $20.3M | 6 | 0 |
| Mar 2021 | $132.2M | $111.9M | $20.3M | 6 | 0 |
| Sep 2020 | $126.1M | $103.6M | $22.4M | 7 | 0 |
| Jul 2020 | $126.1M | $103.6M | $22.4M | 8 | 0 |
| Jun 2020 | $126.1M | $103.6M | $22.4M | 8 | 0 |
| Mar 2020 | $126.1M | $103.6M | $22.4M | 8 | 0 |
| Jul 2019 | $90.4M | $90.4M | $0 | 8 | 0 |
| Apr 2019 | $90.4M | $90.4M | $0 | 8 | 0 |
| Mar 2019 | $90.4M | $90.4M | $0 | 8 | 0 |
| Oct 2018 | $104.6M | $90.2M | $14.4M | 9 | 0 |
| Sep 2018 | $104.6M | $90.2M | $14.4M | 9 | 0 |
| Jun 2018 | $104.6M | $90.2M | $14.4M | 9 | 0 |
| Apr 2018 | $104.6M | $90.2M | $14.4M | 9 | 0 |
DateAug 2025
Total AUM$194.4M
Discretionary$186.5M
Non-Disc.$7.9M
Employees6
Clients0
DateFeb 2025
Total AUM$194.4M
Discretionary$186.5M
Non-Disc.$7.9M
Employees6
Clients0
DateJul 2024
Total AUM$158.3M
Discretionary$147.7M
Non-Disc.$10.6M
Employees6
Clients0
DateApr 2024
Total AUM$158.3M
Discretionary$147.7M
Non-Disc.$10.6M
Employees6
Clients0
DateFeb 2024
Total AUM$158.3M
Discretionary$147.7M
Non-Disc.$10.6M
Employees6
Clients0
DateApr 2023
Total AUM$138.4M
Discretionary$123.1M
Non-Disc.$15.3M
Employees6
Clients0
DateMar 2023
Total AUM$138.4M
Discretionary$123.1M
Non-Disc.$15.3M
Employees6
Clients0
DateSep 2022
Total AUM$158.2M
Discretionary$134.9M
Non-Disc.$23.3M
Employees6
Clients0
DateMay 2022
Total AUM$158.2M
Discretionary$134.9M
Non-Disc.$23.3M
Employees6
Clients0
DateMar 2022
Total AUM$158.2M
Discretionary$134.9M
Non-Disc.$23.3M
Employees6
Clients0
DateNov 2021
Total AUM$132.2M
Discretionary$111.9M
Non-Disc.$20.3M
Employees6
Clients0
DateMar 2021
Total AUM$132.2M
Discretionary$111.9M
Non-Disc.$20.3M
Employees6
Clients0
DateSep 2020
Total AUM$126.1M
Discretionary$103.6M
Non-Disc.$22.4M
Employees7
Clients0
DateJul 2020
Total AUM$126.1M
Discretionary$103.6M
Non-Disc.$22.4M
Employees8
Clients0
DateJun 2020
Total AUM$126.1M
Discretionary$103.6M
Non-Disc.$22.4M
Employees8
Clients0
DateMar 2020
Total AUM$126.1M
Discretionary$103.6M
Non-Disc.$22.4M
Employees8
Clients0
DateJul 2019
Total AUM$90.4M
Discretionary$90.4M
Non-Disc.$0
Employees8
Clients0
DateApr 2019
Total AUM$90.4M
Discretionary$90.4M
Non-Disc.$0
Employees8
Clients0
DateMar 2019
Total AUM$90.4M
Discretionary$90.4M
Non-Disc.$0
Employees8
Clients0
DateOct 2018
Total AUM$104.6M
Discretionary$90.2M
Non-Disc.$14.4M
Employees9
Clients0
DateSep 2018
Total AUM$104.6M
Discretionary$90.2M
Non-Disc.$14.4M
Employees9
Clients0
DateJun 2018
Total AUM$104.6M
Discretionary$90.2M
Non-Disc.$14.4M
Employees9
Clients0
DateApr 2018
Total AUM$104.6M
Discretionary$90.2M
Non-Disc.$14.4M
Employees9
Clients0