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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Pennsylvania
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 6, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Thompson, Steven, Bentley | I | CHIEF OPERATING OFFICER, FAMILY WEALTH ADVISOR | NA | Control |
| Thompson, Steven, Bentley | I | CHIEF OPERATING OFFICER, FAMILY WEALTH ADVISOR | NA | Control |
| Thompson, Steven, Bentley | I | CHIEF OPERATING OFFICER, FAMILY WEALTH ADVISOR | NA | Control |
| Thompson, Steven, Bentley | I | CHIEF OPERATING OFFICER, FAMILY WEALTH ADVISOR | NA | Control |
| Thompson, Steven, Bentley | I | CHIEF OPERATING OFFICER, FAMILY WEALTH ADVISOR | NA | Control |
| Thompson, Steven, Bentley | I | CHIEF OPERATING OFFICER, FAMILY WEALTH ADVISOR | NA | Control |
| KENAWELL, KIM, LEE | I | FOUNDING PARTNER, SENIOR FAMILY WEALTH ADVISOR | E | Control |
| KENAWELL, KIM, LEE | I | FOUNDING PARTNER, SENIOR FAMILY WEALTH ADVISOR | E | Control |
| KENAWELL, KIM, LEE | I | FOUNDING PARTNER, SENIOR FAMILY WEALTH ADVISOR | E | Control |
| KENAWELL, KIM, LEE | I | FOUNDER, CHIEF EXECUTIVE OFFICER, SENIOR FAMILY WEALTH ADVISOR | E | Control |
| KENAWELL, KIM, LEE | I | FOUNDER, CHIEF EXECUTIVE OFFICER, SENIOR FAMILY WEALTH ADVISOR | E | Control |
| KENAWELL, KIM, LEE | I | FOUNDER, CHIEF EXECUTIVE OFFICER, SENIOR FAMILY WEALTH ADVISOR | E | Control |
| KENAWELL, KIM, LEE | I | FOUNDER, CHIEF EXECUTIVE OFFICER, SENIOR FAMILY WEALTH ADVISOR | E | Control |
| KENAWELL, KIM, LEE | I | FOUNDER, CHIEF EXECUTIVE OFFICER, SENIOR FAMILY WEALTH ADVISOR | E | Control |
| KENAWELL, KIM, LEE | I | FOUNDER, CHIEF EXECUTIVE OFFICER, SENIOR FAMILY WEALTH ADVISOR | E | Control |
| KENAWELL-HOFFECKER, KIM, LEE | I | FOUNDING PARTNER, SENIOR FAMILY WEALTH ADVISOR | E | Control |
| KENAWELL-HOFFECKER, KIM, LEE | I | FOUNDING PARTNER, SENIOR FAMILY WEALTH ADVISOR | E | Control |
| KENAWELL-HOFFECKER, KIM, LEE | I | FOUNDING PARTNER, SENIOR FAMILY WEALTH ADVISOR | E | Control |
| KENAWELL-HOFFECKER, KIM, LEE | I | FOUNDING PARTNER, SENIOR FAMILY WEALTH ADVISOR | E | Control |
| KENAWELL-HOFFECKER, KIM, LEE | I | FOUNDING PARTNER, SENIOR FAMILY WEALTH ADVISOR | D | Control |
| KENAWELL-HOFFECKER, KIM, LEE | I | FOUNDING PARTNER, SENIOR FAMILY WEALTH ADVISOR | D | Control |
| KENAWELL-HOFFECKER, KIM, LEE | I | FOUNDING PARTNER, SENIOR FAMILY WEALTH ADVISOR | D | Control |
| KENAWELL-HOFFECKER, KIM, LEE | I | FOUNDING PARTNER, SENIOR FAMILY WEALTH ADVISOR | D | Control |
| KENAWELL-HOFFECKER, KIM, LEE | I | FOUNDING PARTNER, SENIOR FAMILY WEALTH ADVISOR | D | Control |
| KENAWELL-HOFFECKER, KIM, LEE | I | FOUNDING PARTNER, SENIOR FAMILY WEALTH ADVISOR | D | Control |
| KENAWELL-HOFFECKER, KIM, LEE | I | FOUNDING PARTNER, SENIOR FAMILY WEALTH ADVISOR | D | Control |
| KENAWELL-HOFFECKER, KIM, LEE | I | FOUNDING PARTNER, SENIOR FAMILY WEALTH ADVISOR | D | Control |
| KENAWELL-HOFFECKER, KIM, LEE | I | FOUNDING PARTNER, SENIOR FAMILY WEALTH ADVISOR | D | Control |
| KENAWELL-HOFFECKER, KIM, LEE | I | FOUNDING PARTNER, SENIOR FAMILY WEALTH ADVISOR | D | Control |
| COLLINS, FRANK, ROBERT | I | FOUNDING PARTNER, SENIOR FAMILY WEALTH ADVISOR | C | Control |
| COLLINS, FRANK, ROBERT | I | FOUNDING PARTNER, SENIOR FAMILY WEALTH ADVISOR | C | Control |
| COLLINS, FRANK, ROBERT | I | FOUNDING PARTNER, SENIOR FAMILY WEALTH ADVISOR | C | Control |
| COLLINS, FRANK, ROBERT | I | FOUNDING PARTNER, SENIOR FAMILY WEALTH ADVISOR | C | Control |
| COLLINS, FRANK, ROBERT | I | FOUNDING PARTNER, SENIOR FAMILY WEALTH ADVISOR | C | Control |
| COLLINS, FRANK, ROBERT | I | FOUNDING PARTNER, SENIOR FAMILY WEALTH ADVISOR | C | Control |
| COLLINS, FRANK, ROBERT | I | FOUNDING PARTNER, SENIOR FAMILY WEALTH ADVISOR | C | Control |
| COLLINS, FRANK, ROBERT | I | FOUNDING PARTNER, SENIOR FAMILY WEALTH ADVISOR | C | Control |
| COLLINS, FRANK, ROBERT | I | FOUNDING PARTNER, SENIOR FAMILY WEALTH ADVISOR | C | Control |
| COLLINS, FRANK, ROBERT | I | FOUNDING PARTNER, SENIOR FAMILY WEALTH ADVISOR | C | Control |
| HOFFMAN, WADE | I | PARTNER, CHIEF COMPLIANCE OFFICER | A | Control |
| HOFFMAN, WADE | I | PARTNER, CHIEF COMPLIANCE OFFICER | A | Control |
| HOFFMAN, WADE | I | PARTNER, CHIEF COMPLIANCE OFFICER | A | Control |
| HOFFMAN, WADE | I | PARTNER, CHIEF COMPLIANCE OFFICER | A | Control |
| HOFFMAN, WADE | I | PARTNER, CHIEF COMPLIANCE OFFICER | A | Control |
| HOFFMAN, WADE | I | PARTNER, CHIEF COMPLIANCE OFFICER | A | Control |
| HOFFMAN, WADE | I | PARTNER, CHIEF COMPLIANCE OFFICER | A | Control |
| HOFFMAN, WADE | I | PARTNER, CHIEF COMPLIANCE OFFICER | A | Control |
| HOFFMAN, WADE | I | PARTNER, CHIEF COMPLIANCE OFFICER | A | Control |
| HOFFMAN, WADE | I | PARTNER, CHIEF COMPLIANCE OFFICER | A | Control |
| HOFFMAN, WADE | I | PARTNER, CHIEF COMPLIANCE OFFICER | A | Control |
| HOFFMAN, WADE | I | PARTNER, CHIEF COMPLIANCE OFFICER | A | Control |
| HOFFMAN, WADE | I | PARTNER, CHIEF COMPLIANCE OFFICER | A | Control |
| HOFFMAN, WADE | I | PARTNER, CHIEF COMPLIANCE OFFICER | A | Control |
| HOFFMAN, WADE | I | PARTNER, CHIEF COMPLIANCE OFFICER | A | Control |
| HOFFMAN, WADE | I | PARTNER, CHIEF COMPLIANCE OFFICER | A | Control |
| HOFFMAN, WADE | I | PARTNER, CHIEF COMPLIANCE OFFICER | A | Control |
| Hoffman, Wade, Aaron | I | FOUNDER, CHIEF COMPLIANCE OFFICER | A | Control |
| Hoffman, Wade, Aaron | I | FOUNDER, CHIEF COMPLIANCE OFFICER | A | Control |
| Hoffman, Wade, Aaron | I | FOUNDER, CHIEF COMPLIANCE OFFICER | A | Control |
| Hoffman, Wade, Aaron | I | FOUNDER, CHIEF COMPLIANCE OFFICER | A | Control |
| Hoffman, Wade, Aaron | I | FOUNDER, CHIEF COMPLIANCE OFFICER | A | Control |
| Hoffman, Wade, Aaron | I | FOUNDER, CHIEF COMPLIANCE OFFICER | A | Control |
Registrations
Federal
IA
Aug 6, 2025 REGISTERED
Notice Filings (3)
FL PA VA
Address
100 STERLING PARKWAYSUITE 107
MECHANICSBURG, PA 17050
United States
Phone: (717) 276-1501