AVANTRA FAMILY WEALTH, INC.
SEC Form ADV profile.
Total regulatory AUM
$221,555,091
Discretionary
$216,145,637
Non-discretionary
$5,409,454
Firm details
- CRD number
- 288209
- SEC file number
- 801-113234
- Main office
- MECHANICSBURG, PA, United States
- Employees
- 6
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.