{
  "crd_number": 299407,
  "slug": "kintra-wealth-llc-williamsport-pa-299407",
  "primary_business_name": "KINTRA WEALTH, LLC",
  "legal_name": "KINTRA WEALTH, LLC",
  "dbas": [
    "EVERGREEN WEALTH SOLUTIONS",
    "KINTRA EXITS",
    "KINTRA INSTITUTIONAL",
    "LORING ADVISORY GROUP",
    "MCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS",
    "REMBRANDT FINANCIAL GROUP",
    "TUPLER FINANCIAL",
    "WARREN WEALTH"
  ],
  "city": "Williamsport",
  "state": "PA",
  "country": "United States",
  "cbsa_code": "48700",
  "metro": {
    "cbsa_code": "48700",
    "common_name": "Williamsport",
    "msa_name": "Williamsport, PA",
    "path": "/advisors/pa/williamsport"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2019-01-28",
  "years_registered": 7,
  "period": "2026-10-01",
  "filing_date": "2026-07-20",
  "carried_forward": false,
  "raum_total": 1501009982.0,
  "raum_discretionary": 1501009982.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 60,
  "advisory_employees": 43,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 585747035.0,
      "count": 1610
    },
    "high_net_worth_individuals": {
      "raum": 915262947.0,
      "count": 1304
    }
  },
  "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": [
    "AZ",
    "CA",
    "CO",
    "CT",
    "DC",
    "DE",
    "FL",
    "GA",
    "IL",
    "IN",
    "KY",
    "MA",
    "MD",
    "ME",
    "MI",
    "NC",
    "NH",
    "NJ",
    "NY",
    "OH",
    "PA",
    "RI",
    "SC",
    "TN",
    "TX",
    "VA",
    "WA",
    "WV"
  ],
  "websites": [
    "https://facebook.com/profile.php?id=61584033581570",
    "https://instagram.com/kintra.wealth",
    "https://kintrawealth.com",
    "https://linkedin.com/company/kintra-wealth"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/299407",
  "city_as_filed": "WILLIAMSPORT",
  "url": "https://advisorcensus.com/firm/kintra-wealth-llc-williamsport-pa-299407",
  "display_name": "Kintra Wealth, LLC",
  "summary": "Kintra Wealth, LLC is an SEC-registered investment advisory firm in Williamsport, PA, registered since 2019, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated July 20, 2026.",
  "citation": "AdvisorCensus. Kintra Wealth, LLC (CRD 299407): 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 Kintra Wealth, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Kintra Wealth, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Kintra Wealth, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated July 20, 2026 states: Hourly rate: $200 to $400 an hour (financial planning services); Flat fee: $1,500 to $7,500 (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Kintra Wealth, LLC located?",
      "a": "Kintra Wealth, LLC's principal office is in Williamsport, PA, according to its Form ADV; the August 2026 filing also lists 8 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Kintra Wealth, LLC registered with the SEC or a state?",
      "a": "Kintra Wealth, LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 299407."
    },
    {
      "q": "How much does Kintra Wealth, LLC manage?",
      "a": "Kintra Wealth, LLC reports $1,501,009,982 in regulatory assets under management in its Form ADV filing dated July 20, 2026 (100% discretionary)."
    },
    {
      "q": "How have Kintra Wealth, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Kintra Wealth, LLC: 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. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Kintra Wealth, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,610); high net worth individuals (1,304)."
    },
    {
      "q": "Which custodians does Kintra Wealth, LLC use?",
      "a": "Kintra Wealth, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Kintra Wealth, LLC 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/299407"
    },
    {
      "q": "Does Kintra Wealth, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated July 20, 2026 says: \"Kintra does not impose a stated minimum fee or minimum portfolio value for starting or maintaining an investment advisory account.\""
    },
    {
      "q": "What changed in Kintra Wealth, LLC's recent Form ADV filings?",
      "a": "In the August 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 245379961.0,
      "total_employees": 7,
      "filing_date": "2021-03-31"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 338239670.0,
      "total_employees": 9,
      "filing_date": "2022-03-30"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 323167302.0,
      "total_employees": 9,
      "filing_date": "2023-07-10"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 390570332.0,
      "total_employees": 9,
      "filing_date": "2024-03-28"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 460941125.0,
      "total_employees": 10,
      "filing_date": "2025-07-24"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1501009982.0,
      "total_employees": 60,
      "filing_date": "2026-07-20"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "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."
      ]
    },
    {
      "period": "2026-05-01",
      "period_label": "May 2026",
      "notes": [
        "Registered or notice-filed in GA, MA, MI."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "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."
      ]
    },
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Added an office in Marysville, OH."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Added the business name Evergreen Wealth Solutions.",
        "Changed its legal name from Evergreen Wealth Solutions, LLC to Kintra Wealth, LLC."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated July 20, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $200 to $400 an hour (financial planning services)",
      "Flat fee: $1,500 to $7,500 (financial planning services)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "Kintra does not impose a stated minimum fee or minimum portfolio value for starting or maintaining an investment advisory account."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $200 to $400 an hour (financial planning services)"
        ],
        "quotes": [
          "Clients engaging Kintra for financial planning services may do so on an hourly or fixed fee basis. The hourly rate ranges from $200 -$400 per hour"
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $1,500 to $7,500 (financial planning services)"
        ],
        "quotes": [
          "Clients engaging Kintra for financial planning services may do so on an hourly or fixed fee basis. ... fixed fees generally range from $1,500 to $7,500."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": null,
          "min": 200.0,
          "max": 400.0,
          "period": "hour",
          "service": "financial planning services"
        },
        {
          "kind": "flat",
          "amount": null,
          "min": 1500.0,
          "max": 7500.0,
          "period": "one_time",
          "service": "financial planning services"
        }
      ]
    },
    "quotes": [
      "Kintra does not impose a stated minimum fee or minimum portfolio value for starting or maintaining an investment advisory account.",
      "Clients engaging Kintra for financial planning services may do so on an hourly or fixed fee basis. The hourly rate ranges from $200 -$400 per hour",
      "Clients engaging Kintra for financial planning services may do so on an hourly or fixed fee basis. ... fixed fees generally range from $1,500 to $7,500."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "National Financial Services LLC",
      "name_as_filed": "NATIONAL FINANCIAL SERVICES LLC",
      "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/kintra-wealth-llc-williamsport-pa-299407.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 1610,
      "fewer_than_5": false,
      "raum": 585747035.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 1304,
      "fewer_than_5": false,
      "raum": 915262947.0
    }
  ],
  "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/299407",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}