Kintra Wealth, LLC

• A percentage of assets under your management
• Hourly charges
• Fixed fees (other than subscription fees)

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

The brochure lists different fees for different services or strategies; see the brochure for them.

Account minimum: None

As stated in the firm's Form ADV Part 2A brochure dated July 20, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site

$1,501,009,982 as of October 2026, filing dated July 20, 2026.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

• Financial planning services
• Portfolio management for individuals and/or small businesses
• Selection of other advisers (including private fund managers)

Also doing business as

EVERGREEN WEALTH SOLUTIONS, KINTRA EXITS, KINTRA INSTITUTIONAL, LORING ADVISORY GROUP, MCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS, REMBRANDT FINANCIAL GROUP, TUPLER FINANCIAL, WARREN WEALTH

Registration

SEC-registered investment adviser. Status as filed: Approved.

Registered since

2019 (7 years)

Employees

Total: 60. Performing investment advisory functions: 43.

Wrap fee program participation

No.

Custodians (Schedule D, Section 5.K(3))

National Financial Services LLC

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.

Other offices (Schedule D, Section 1.F)

8 other offices, as of the August 2026 filing

Austin, TXBowling Green, KYBoynton Beach, FLDublin, OHGreenville, RILenox, MAMarysville, OHWarren, NJ

States registered or notice-filed

28 states or jurisdictions

AZCACOCTDCDEFLGAILINKYMAMDMEMINCNHNJNYOHPARISCTNTXVAWAWV

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Regulatory assets under management: $245,379,961 in the October 2021 data and $1,501,009,982 in the October 2026 data, up 512%.

Total employees: 7 in October 2021 and 60 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

1. August 2026
   • Updated its list of owners and control persons (Schedule A).
2. July 2026
   • No longer lists the business name Evergreen Institutional.
   • No longer lists the business name Evergreen Exits.
   • Added the business name Warren Wealth.
   • Added the business name Tupler Financial.
   • Added the business name Kintra Institutional.
   • Added the business name Kintra Exits.
   • Employees performing advisory functions went from 28 to 43.
   • Changed its office addresses in Austin, TX.
   • Added an office in Bowling Green, KY.
   • Added an office in Boynton Beach, FL.
   • Added an office in Dublin, OH.
   • Added an office in Lenox, MA.
   • Added an office in Warren, NJ.
   • Registered or notice-filed in AZ, CA, CT, DC, DE, IL, IN, KY, MD, ME, SC, TN, VA, WA, WV.
3. May 2026
   • Registered or notice-filed in GA, MA, MI.
4. April 2026
   • Added the business name McCarthy & COX Retirement & Estate Specialists.
   • Added the business name Rembrandt Financial Group.
   • Added the business name Loring Advisory Group.
   • Employees performing advisory functions went from 7 to 28.
   • Regulatory assets under management went from $460,941,125 to $1,501,009,982 (+226%).
   • Added an office in Austin, TX.
   • Added an office in Greenville, RI.
   • Registered or notice-filed in RI.
5. February 2026
   • Added an office in Marysville, OH.
6. December 2025
   • Added the business name Evergreen Wealth Solutions.
   • Changed its legal name from Evergreen Wealth Solutions, LLC to Kintra Wealth, LLC.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.