WILLIAMSPORT, PACRD 299407Latest ADV April 30, 2026
Kintra Wealth, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Williamsport, PA. Its latest Form ADV filing, dated April 30, 2026, reports $1.5B in regulatory assets under management, 35 employees, 3 offices, and 6,309 accounts.
Assets Under Management
$1.5B
Employees
35
Offices
3 offices
Total Clients
2,914
Primary office
WILLIAMSPORT, PA
1000 COMMERCE PARK DRIVE, SUITE 416, WILLIAMSPORT, 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 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 55.3% of total clients.
Top client categories% of clientsClients
1
Individuals
55.3%
1,610
2
HNWI
44.7%
1,304
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.5Bas of April 30, 2026
Discretionary100.0%
$1.5B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.5B
Total Accounts6,309
10Y AUM Change+$1.5B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees35
Clients per Employee83:1
10Y Employee Change+29 (+483.3%)
* 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.