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AVANTRA FAMILY WEALTH, INC.
CRD 288209File 801-113234
APPROVED
Retail clients
Custody
Filing as of Jun 17, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$221.6M
Below cohort median (national)
Discretionary AUM
$216.1M
Non-discretionary $5.4M
Clients
223
1,041 accounts
Employees
6
Bottom 25% of cohort in PA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- May 17, 2018
- Principal office
- 100 STERLING PARKWAY, SUITE 107, MECHANICSBURG, PA, 17050
- Phone
- (717) 276-1501
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $221.6M
- Discretionary AUM
- $216.1M
- Non-discretionary AUM
- $5.4M
- Discretionary accounts
- 1,018
- Non-discretionary accounts
- 23
- Total accounts
- 1,041
- AUM per client
- $994K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 65 | $174.5M |
| Individuals (other than high net worth individuals) | 158 | $47.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.