AUMdb

Avantra Family Wealth, Inc.

SEC-registered Wealth Manager · Small ($100M–$1B) CRD 288209 · SEC file 801-113234 · Mechanicsburg, PA · WWW.LINKEDIN.COM
☆ Save with Pro ADV data as of Jun 17, 2026
Regulatory AUM
$222M
Discretionary
$216M
Clients
223
Avg AUM / client
$994K
Accounts
1,041
Employees
6

AUM over time

$90.4M $222M
Apr 16, 2018 Jun 17, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Jun 17, 2026

Investments (13F portfolio — 158 positions, $134,356,623)

13F period Mar 31, 2026
#IssuerClassValueShares% of 13F% of AUM
1 Apple Inc COM $7,596,363 29,932 5.65% 3.43%
2 Nvidia Corporation COM $5,614,798 32,195 4.18% 2.53%
3 First Tr Exchng Traded Fd Vi FT VEST U.S EQT $4,270,329 108,329 3.18% 1.93%
4 Microsoft Corp COM $4,156,093 11,228 3.09% 1.88%
5 First Tr Exchng Traded Fd Vi FT VEST US EQT $3,860,116 68,317 2.87% 1.74%
6 Amazon Com Inc COM $3,841,398 18,444 2.86% 1.73%
7 Wells Fargo & Co COM $2,603,406 32,702 1.94% 1.18%
8 Citigroup Inc COM NEW $2,526,321 22,276 1.88% 1.14%
9 Marathon Pete Corp COM $2,370,988 9,710 1.76% 1.07%
10 Broadcom Inc COM $2,353,514 7,604 1.75% 1.06%
11 Alphabet Inc CAP STK CL A $2,325,778 8,088 1.73% 1.05%
12 First Tr Exchng Traded Fd Vi VEST NASDAQ 100 $1,940,409 78,138 1.44% 0.88%
13 First Tr Exchng Traded Fd Vi FT VEST US EQT $1,763,416 43,246 1.31% 0.8%
14 Meta Platforms Inc CL A $1,647,602 2,880 1.23% 0.74%
15 Ishares Tr S&P 100 ETF $1,643,990 5,169 1.22% 0.74%
16 Blackrock Etf Trust ISHARES US EQUIT $1,569,929 26,984 1.17% 0.71%
17 Ishares Tr CORE S&P500 ETF $1,509,568 2,311 1.12% 0.68%
18 First Tr Exchng Traded Fd Vi FT VEST INT EQ M $1,480,904 56,587 1.1% 0.67%
19 Ishares Tr S&P 500 VAL ETF $1,447,433 6,855 1.08% 0.65%
20 Taiwan Semiconductor Manufac SPONSORED ADS $1,441,357 4,265 1.07% 0.65%
21 Ishares Tr MSCI USA QLT FCT $1,397,336 7,285 1.04% 0.63%
22 Intercontinental Exchange In COM $1,368,021 8,698 1.02% 0.62%
23 Ishares Tr EAFE VALUE ETF $1,356,962 18,251 1.01% 0.61%
24 L3 Harris Technologies Inc COM $1,347,811 3,905 1.0% 0.61%
25 Cardinal Health Inc COM $1,313,926 6,218 0.98% 0.59%

Top 25 of 158 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).

Who they serve

Client typeClientsAUM% of AUM
Individuals (non-high net worth) 158 $47.1M 21.3%
High net worth individuals 65 $174M 78.7%

People (3)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Kim Lee Kenawell Founder, Chief Executive Officer, Senior Family Wealth Advisor Jul 2017 (9y) 75% or more
Wade Aaron Hoffman Founder, Chief Compliance Officer Jul 2017 (9y) 5% – 10%
Steven Bentley Thompson Chief Operating Officer, Family Wealth Advisor Jul 2017 (9y) Less than 5%

Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 06/17/2026 916 KB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • • Percentage of assets under management
  • • Hourly charges
  • • Fixed fees

Services

  • • Financial planning services
  • • Portfolio management for individuals/small businesses
  • • Selection of other advisers

Custody

Reported custodians

Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).

Firm reports having custody of client funds or securities (Item 9.A).

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 17, 2026.

View current Form ADV (SEC/IAPD) ↗