Avantra Family Wealth is an independent, concierge-style multifamily office, dedicated to working with individuals and families looking for a committed partner to help them identify, articulate and achieve their financial and investment goals. Driving all that we do is our desire to build deep relationships with our clients, earning their trust and confidence with personal attention and empathetic counsel. To succeed, we act as true fiduciaries, always in the best interest of our clients. We use a disciplined process and holistic approach to create integrated solutions for multi-generational planning that go beyond traditional wealth management. Our goal is to simplify the financial lives of our clients so they can have the freedom to spend more time enjoying what matters most in their lives. Avantra Family Wealth LLC is a registered investment advisor. Please view our important disclosures at: http://avantrafamilywealth.com/disclaimers
View Top Employees from Avantra Family WealthWebsite | http://avantrafamilywealth.com/ |
Revenue | $4 million |
Employees | 6 (5 on RocketReach) |
Founded | 2017 |
Address | 110 Sterling Pkwy, Mechanicsburg, Pennsylvania 17050, US |
Phone | (717) 276-1501 |
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Industry | Financial Services, Finance General, Finance |
Competitors | Covenant Wealth Advisors, Gerber Kawasaki Wealth & Investment Management, Global Wealth Management, Pillar Wealth Management, Selkirk Wealth Advisors, LLC |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 5239 Companies, NAICS Code 523 Companies, NAICS Code 52393 Companies, NAICS Code 52 Companies |
Looking for a particular Avantra Family Wealth employee's phone or email?
The Avantra Family Wealth annual revenue was $4 million in 2024.
Wade Hoffman is the Chief Compliance Officer of Avantra Family Wealth.
5 people are employed at Avantra Family Wealth.
Avantra Family Wealth is based in Mechanicsburg, Pennsylvania.
The NAICS codes for Avantra Family Wealth are [5239, 523, 52393, 52].
The SIC codes for Avantra Family Wealth are [62, 628].