SEC Form ADV · CIK 1774744

AVANTRA FAMILY WEALTH, INC.

Firm profile: Avantra Family Wealth — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserPA

$221.6M

Assets Under Management

1,041

Total Clients

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Registration Details

CIK: 1774744
Accession: CRD-288209
Location: MECHANICSBURG, PA
Filing Date: April 22, 2026
AUM: $221.6M
Total Clients: 1,041
Amendment: No
SEC EDGAR: View original filing →

About this Adviser

AVANTRA FAMILY WEALTH, INC. is a registered investment adviser headquartered in MECHANICSBURG, PA, managing approximately $221.6M in assets across 1,041 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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