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| Avantra Family Wealth Inc
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|---|---|
| CRD # | 288209 |
| SEC # | 801-113234 |
| CIK # | 0001774744 |
| AUM | 221.6 M (2026-06-17) |
| Employees | 6 (50% Investors, 33% Brokers) |
| Phone | 717-276-1501 |
| Address | 100 Sterling Parkway Mechanicsburg, PA 17050 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 7.6 | ||
| Nvidia Corp | 5.6 | ||
| Microsoft Corp | 4.2 | ||
| Amazon Com Inc | 3.8 | ||
| Wells Fargo & Co/MN | 2.6 | ||
| Citigroup Inc | 2.5 | ||
| Marathon Petroleum Corp | 2.4 | ||
| Broadcom Inc | 2.4 | ||
| Alphabet Inc | 2.3 | ||
| Facebook Inc | 1.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 158 | 47.1 |
| (b) Individuals (high net worth individuals) | 65 | 174.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,041 | 221.6 |
| By Discretionary | ||
| Discretionary | 1,018 | 216.1 |
| Non-Discretionary | 23 | 5.4 |
| Total | 1,041 | 221.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 221.6 | |
| Total | 1,041 | 221.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001774744] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
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|
Capital Developers LLC
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|
Riverglades Family Offices LLC
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FL | 221.4 M |
|
Lynx Advisory Partners LLC
✚
|
FL | 221.4 M |
|
Wisdom Index Advisors LLC
✚
|
TX | 221.3 M |
|
DWR Wealth Management LLC
✚
|
CA | 221.2 M |