MECHANICSBURG, PACRD 288209Latest ADV April 22, 2026
Avantra Family Wealth, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Mechanicsburg, PA. Its latest Form ADV filing, dated April 22, 2026, reports $222M in regulatory assets under management, 6 employees, and 1,041 accounts.
Assets Under Management
$222M
Employees
6
Offices
--
Total Clients
223
Primary office
MECHANICSBURG, PA
100 STERLING PARKWAY, SUITE 107, MECHANICSBURG, PA, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 70.9% of total clients.
Top client categories% of clientsClients
1
Individuals
70.9%
158
2
HNWI
29.1%
65
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$222Mas of April 22, 2026
Discretionary97.6%
$216M
98% of total RAUM97.6%
Non-discretionary2.4%
$5M
2% of total RAUM2.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$222M
Total Accounts1,041
10Y AUM Change+$117M (+111.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee37:1
10Y Employee Change-3 (-33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.