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KINTRA WEALTH, LLC

CRD 299407 · SEC 801-114485

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1000 COMMERCE PARK DRIVE, SUITE 416, WILLIAMSPORT, PA, 17701, United States

Phone

570-601-6960

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.50B

Discretionary AUM

$1.50B

Team

60 total employees; 43 advisory reps

Clients

251-500

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-06-15

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
Individuals1610$585.7M
High net worth individuals1304$915.3M

States served

AZ, CA, CO, DE, DC, GA, IL, IN, KY, ME, MD, MA, MI, NJ, NY, NC, OH, PA, RI, SC, TN, VA, WV, WA, TX, NH, CT, FL

All web addresses on file

Official SEC filing: View on IAPD