{
  "crd_number": 288209,
  "slug": "avantra-family-wealth-inc-mechanicsburg-pa-288209",
  "primary_business_name": "AVANTRA FAMILY WEALTH, INC.",
  "legal_name": "AVANTRA FAMILY WEALTH, INC.",
  "dbas": [],
  "city": "Mechanicsburg",
  "state": "PA",
  "country": "United States",
  "cbsa_code": "25420",
  "metro": {
    "cbsa_code": "25420",
    "common_name": "Harrisburg",
    "msa_name": "Harrisburg-Carlisle, PA",
    "path": "/advisors/pa/harrisburg"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2018-05-17",
  "years_registered": 8,
  "period": "2026-10-01",
  "filing_date": "2026-06-17",
  "carried_forward": false,
  "raum_total": 221555091.0,
  "raum_discretionary": 216145637.0,
  "raum_non_discretionary": 5409454.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 6,
  "advisory_employees": 3,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 47102657.0,
      "count": 158
    },
    "high_net_worth_individuals": {
      "raum": 174452434.0,
      "count": 65
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "PA",
    "VA"
  ],
  "websites": [
    "https://avantrafamilywealth.com",
    "https://facebook.com/AvantraFamilyWealth",
    "https://linkedin.com/COMPANY/11221057"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/288209",
  "city_as_filed": "MECHANICSBURG",
  "url": "https://advisorcensus.com/firm/avantra-family-wealth-inc-mechanicsburg-pa-288209",
  "display_name": "Avantra Family Wealth, Inc.",
  "summary": "Avantra Family Wealth, Inc. is an SEC-registered investment advisory firm in Mechanicsburg, PA, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 17, 2026.",
  "citation": "AdvisorCensus. Avantra Family Wealth, Inc. (CRD 288209): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Avantra Family Wealth, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Avantra Family Wealth, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Avantra Family Wealth, Inc. charge?",
      "a": "Its Form ADV Part 2A brochure dated June 17, 2026 states: Asset-based fee: 0.15% to 1.5% a year (a range, as the brochure states it); Hourly rate: $300 an hour (financial planning services); Flat fee: $500 to $5,000 (financial planning services); Subscription: $500 to $5,000 a year (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Avantra Family Wealth, Inc. located?",
      "a": "Avantra Family Wealth, Inc.'s principal office is in Mechanicsburg, PA, according to its Form ADV."
    },
    {
      "q": "Is Avantra Family Wealth, Inc. registered with the SEC or a state?",
      "a": "Avantra Family Wealth, Inc. is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 288209."
    },
    {
      "q": "How much does Avantra Family Wealth, Inc. manage?",
      "a": "Avantra Family Wealth, Inc. reports $221,555,091 in regulatory assets under management in its Form ADV filing dated June 17, 2026 (98% discretionary)."
    },
    {
      "q": "How have Avantra Family Wealth, Inc.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Avantra Family Wealth, Inc.: Regulatory assets under management: $132,234,775 in the October 2021 data and $221,555,091 in the October 2026 data, up 68%. Total employees: 6 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Avantra Family Wealth, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (158); high net worth individuals (65)."
    },
    {
      "q": "Which custodians does Avantra Family Wealth, Inc. use?",
      "a": "Avantra Family Wealth, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Avantra Family Wealth, Inc. report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/288209"
    },
    {
      "q": "Does Avantra Family Wealth, Inc. state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated June 17, 2026 says: \"Avantra does not impose a minimum size for establishing a relationship.\""
    },
    {
      "q": "What changed in Avantra Family Wealth, Inc.'s recent Form ADV filings?",
      "a": "In the March 2026 filing data: Regulatory assets under management went from $194,360,783 to $221,555,091 (+14%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 132234775.0,
      "total_employees": 6,
      "filing_date": "2021-03-06"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 158246116.0,
      "total_employees": 6,
      "filing_date": "2022-09-28"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 138425296.0,
      "total_employees": 6,
      "filing_date": "2023-04-26"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 158290952.0,
      "total_employees": 6,
      "filing_date": "2024-07-29"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 194360783.0,
      "total_employees": 6,
      "filing_date": "2025-02-19"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 221555091.0,
      "total_employees": 6,
      "filing_date": "2026-06-17"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Regulatory assets under management went from $194,360,783 to $221,555,091 (+14%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated June 17, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.15% to 1.5% a year",
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $300 an hour (financial planning services)",
      "Flat fee: $500 to $5,000 (financial planning services)",
      "Subscription: $500 to $5,000 a year (financial planning services)"
    ],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.15% to 1.5% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "Investment advisory fees range from 0.15% to 1.50% annually based on the amount of assets under management and the complexity of the Client’s needs and financial situation."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "Avantra does not impose a minimum size for establishing a relationship."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $300 an hour (financial planning services)"
        ],
        "quotes": [
          "Avantra offers financial planning services on either an hourly basis, a fixed engagement fee or an annual retainer. Hourly engagements are billed at a rate of up to $300 per hour."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $500 to $5,000 (financial planning services)"
        ],
        "quotes": [
          "Fixed fee engagements are negotiated based on a range of $500 to $5,000 based on the nature and complexity of services to be provided."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Subscription: $500 to $5,000 a year (financial planning services)"
        ],
        "quotes": [
          "Retainers are based on a negotiated annual fee of $500 to $5,000 based on the nature and complexity of services to be provided."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": [
        0.15,
        1.5
      ],
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": 300.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "financial planning services"
        },
        {
          "kind": "flat",
          "amount": null,
          "min": 500.0,
          "max": 5000.0,
          "period": "one_time",
          "service": "financial planning services"
        },
        {
          "kind": "subscription",
          "amount": null,
          "min": 500.0,
          "max": 5000.0,
          "period": "annual",
          "service": "financial planning services"
        }
      ]
    },
    "quotes": [
      "Investment advisory fees range from 0.15% to 1.50% annually based on the amount of assets under management and the complexity of the Client’s needs and financial situation.",
      "Avantra does not impose a minimum size for establishing a relationship.",
      "Avantra offers financial planning services on either an hourly basis, a fixed engagement fee or an annual retainer. Hourly engagements are billed at a rate of up to $300 per hour.",
      "Fixed fee engagements are negotiated based on a range of $500 to $5,000 based on the nature and complexity of services to be provided.",
      "Retainers are based on a negotiated annual fee of $500 to $5,000 based on the nature and complexity of services to be provided."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/avantra-family-wealth-inc-mechanicsburg-pa-288209.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 158,
      "fewer_than_5": false,
      "raum": 47102657.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 65,
      "fewer_than_5": false,
      "raum": 174452434.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/288209",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}