Falists
← Back to search

AVANTRA FAMILY WEALTH, INC.

CRD 288209 · SEC 801-113234

Visit website

100 STERLING PARKWAY, SUITE 107, MECHANICSBURG, PA, 17050, United States

Phone

(717) 276-1501

Fax

(717) 276-1540

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$221.6M

Discretionary AUM

$216.1M

Team

6 total employees; 3 advisory reps

Clients

11-25

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-06-17

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
Individuals158$47.1M
High net worth individuals65$174.5M

States served

PA, VA, FL

All web addresses on file

Official SEC filing: View on IAPD