Kintra Wealth, Llc
SEC-registered
Wealth Manager · Mid-sized ($1B–$10B)
CRD 299407
· SEC file 801-114485
· Williamsport, PA
· www.kintrawealth.com
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ADV data as of Jul 20, 2026
- Regulatory AUM
- $1.5B
- Discretionary
- $1.5B
- Clients
- 2,914
- Avg AUM / client
- $515K
- Accounts
- 6,309
- Employees
- 60
AUM over time
$0
$1.5B
Nov 23, 2018
Jul 20, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 20, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,610 | $586M | 39.0% |
| High net worth individuals | 1,304 | $915M | 61.0% |
People (42)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Andrew C Harris | Chief Compliance Officer, Managing Member | Nov 2018 (8y) | 75% or more | |
| Edward Vincent Barone | Registered representative | Jan 2019 (8y) | ||
| James Jonathan Dinsmore | Registered representative | CFP | Jan 2019 (8y) | |
| Michael Paul Kolb | Registered representative | CFP | Jan 2019 (8y) | |
| Jesse James Cornell | Registered representative | Nov 2021 (5y) | ||
| Todd Michael Rishel | Registered representative | CFP | Jul 2023 (3y) | |
| Joseph Francis Boyle | Registered representative | Dec 2025 (1y) | ||
| Jonathan Wade Lawrence | Registered representative | CFP | Jan 2026 (1y) | |
| Mark Robert Finney | Registered representative | CFP | Jan 2026 (1y) | |
| Megan Mccarthy Collins | Registered representative | CFP | Jan 2026 (1y) | |
| Quinn Mickelson | Registered representative | CFP | Jan 2026 (1y) | |
| Ryan Edwin Mickelson | Registered representative | CFP | Jan 2026 (1y) | |
| Tony Edward Dalton | Registered representative | Jan 2026 (1y) | ||
| Tyler Metzger | Registered representative | CFP | Jan 2026 (1y) | |
| Wesley Wayne Bean | Registered representative | CFA | Jan 2026 (1y) | |
| Matthew Curtis Swales | Registered representative | Jan 2026 (1y) | ||
| James B Cox | Registered representative | CFP | Mar 2026 (0y) | |
| Matthew Giauque Edmonds | Registered representative | CFP | Mar 2026 (0y) | |
| William Scott Dinan | Registered representative | Mar 2026 (0y) | ||
| Crystal Leigh Wild | Registered representative | CFP | Mar 2026 (0y) | |
| Carson Leydecker | Registered representative | CFP | Mar 2026 (0y) | |
| David Edward De Brot | Registered representative | CFP | Mar 2026 (0y) | |
| Michael Fahrney Primiani | Registered representative | CFP | Mar 2026 (0y) | |
| Nicholas Alexander Loring | Registered representative | CFP | Mar 2026 (0y) | |
| Mickey Shawn Bryan | Registered representative | CFP | Mar 2026 (0y) | |
| Daniel Enrique Tapia | Registered representative | CFP | Mar 2026 (0y) | |
| John Michael Courville | Registered representative | Apr 2026 (0y) | ||
| Andrew Craig Tupler | Registered representative | CFP | Apr 2026 (0y) | |
| Keith Louis Sprauer | Registered representative | Apr 2026 (0y) | ||
| Chad Kreda | Registered representative | Apr 2026 (0y) | ||
| Amanda Kathryn Standard | Registered representative | CFP | Apr 2026 (0y) | |
| Christopher Robert Collins | Registered representative | CFP | May 2026 (0y) | |
| Alexander Simon | Registered representative | May 2026 (0y) | ||
| Connor J Barbella Roesler | Registered representative | CFP | May 2026 (0y) | |
| Garrett Jordan Collins | Registered representative | May 2026 (0y) | ||
| Jenica Lyn Roffina | Registered representative | May 2026 (0y) | ||
| Joshua M Murray | Registered representative | CFP | May 2026 (0y) | |
| Jake Schermerhorn | Registered representative | CFP | May 2026 (0y) | |
| Timothy Minwoo Jun | Registered representative | May 2026 (0y) | ||
| Catherine Elizabeth Farley | Registered representative | Jun 2026 (0y) | ||
| Ross Jarrett | Registered representative | Jun 2026 (0y) | ||
| Rachael Yvonne Clark | Registered representative | Jul 2026 (0y) |
Undisclosed: 0% – 25% 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)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/20/2026 | 1.03 MB | 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
- National Financial Services (Fidelity) $1.3B (90% of AUM) Jul 2026
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: Jul 20, 2026.
View current Form ADV (SEC/IAPD) ↗