# Kintra Wealth, LLC

> 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.

- CRD: 299407
- Filed as: KINTRA WEALTH, LLC
- 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)
- Location: Williamsport, PA
- Filing period: October 2026
- Form ADV filing dated: July 20, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/299407
- AdvisorCensus page: https://advisorcensus.com/firm/kintra-wealth-llc-williamsport-pa-299407

## Quick answers

**How is Kintra Wealth, LLC compensated?**
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).

**Where is Kintra Wealth, LLC located?**
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).

**Is Kintra Wealth, LLC registered with the SEC or a state?**
Kintra Wealth, LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 299407.

**How much does Kintra Wealth, LLC manage?**
Kintra Wealth, LLC reports $1,501,009,982 in regulatory assets under management in its Form ADV filing dated July 20, 2026 (100% discretionary).

**How have Kintra Wealth, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Kintra Wealth, LLC serve?**
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).

**Which custodians does Kintra Wealth, LLC use?**
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.

**Does Kintra Wealth, LLC report any disciplinary disclosures?**
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

**Does Kintra Wealth, LLC state an account minimum?**
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."

**What changed in Kintra Wealth, LLC's recent Form ADV filings?**
In the August 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated July 20, 2026)

- Account minimum: None

> Kintra does not impose a stated minimum fee or minimum portfolio value for starting or maintaining an investment advisory account.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### 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.

### Regulatory assets under management (Item 5.F)
- Total: $1,501,009,982
- Discretionary: $1,501,009,982
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1,610 | $585,747,035 |
| High net worth individuals | 1,304 | $915,262,947 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2019 (7 years)
- Employees: 60 total, 43 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: 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
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the August 2026 filing
- Austin, TX
- Bowling Green, KY
- Boynton Beach, FL
- Dublin, OH
- Greenville, RI
- Lenox, MA
- Marysville, OH
- Warren, NJ

### Websites listed on Form ADV (Item 1.I)
- kintrawealth.com
- Facebook facebook.com
- Instagram @kintra.wealth
- LinkedIn @kintra-wealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $245,379,961 | 7 | March 31, 2021 |
| October 2022 | $338,239,670 | 9 | March 30, 2022 |
| October 2023 | $323,167,302 | 9 | July 10, 2023 |
| October 2024 | $390,570,332 | 9 | March 28, 2024 |
| October 2025 | $460,941,125 | 10 | July 24, 2025 |
| October 2026 | $1,501,009,982 | 60 | July 20, 2026 |

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.

## Changes in the filing (last 12 months)

### August 2026
- Updated its list of owners and control persons (Schedule A).

### 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.

### May 2026
- Registered or notice-filed in GA, MA, MI.

### 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.

### February 2026
- Added an office in Marysville, OH.

### December 2025
- Added the business name Evergreen Wealth Solutions.
- Changed its legal name from Evergreen Wealth Solutions, LLC to Kintra Wealth, LLC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Kintra Wealth, LLC (CRD 299407): Form ADV filing data as of October 2026.