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| Avantra Family Wealth Inc
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|---|---|
| CRD # | 288209 |
| SEC # | 801-113234 |
| CIK # | 0001774744 |
| AUM | $194.4 M (2025-02-19) |
| Employees | 6 (50% Investors, 33% Brokers) |
| Phone | 717-276-1501 |
| Address | 100 Sterling Parkway Mechanicsburg, PA 17050 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 5.9 | ||
| Microsoft Corp | 5.2 | ||
| Nvidia Corp | 5.1 | ||
| Amazon Com Inc | 2.8 | ||
| Wells Fargo & Co/MN | 2.6 | ||
| Broadcom Inc | 2.1 | ||
| Citigroup Inc | 1.9 | ||
| VISA Inc | 1.7 | ||
| Facebook Inc | 1.7 | ||
| Netflix Inc | 1.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 214 | 48.5 |
| (b) Individuals (high net worth individuals) | 56 | 145.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 990 | 194.4 |
| By Discretionary | ||
| Discretionary | 967 | 186.5 |
| Non-Discretionary | 23 | 7.9 |
| Total | 990 | 194.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 194.4 | |
| Total | 990 | 194.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001774744] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Financial Designs Wealth Management LLC
✚
|
FL | 0.2 |
|
Capital Preservation Partners Inc
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|
NY | 0.2 |
|
Caerus Investment Advisors LLC
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0.2 | |
|
Gunn & Company Investment Management Inc
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FL | 0.2 |
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AIFG Consultants Ltd
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NY | 0.2 |
|
Amore Ambro LLC
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0.2 | |
|
Hartmann Taylor Wealth Management LLC
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|
TX | 0.2 |
|
Boyce & Associates Wealth Consulting Inc
✚
|
TX | 0.2 |
|
Riverglades Family Offices LLC
✚
|
FL | 0.2 |
|
Legacy Capital Wealth Management LLC
✚
|
TX | 0.2 |