AVANTRA FAMILY WEALTH LLC (CRD# 288209) is an SEC-Registered Investment Advisor (RIA), headquartered in Mechanicsburg, PA. The SEC approved the firm to operate as an RIA in May 2018. In Oct 2018, the firm reported total Regulatory Assets Under Management (RAUM) of $104.6 Million, and has discretion over 86% of those assets.   Pooled investment vehicles (Private Funds) account for 0% of RAUM.   Non-US investors represent 0% .  
AVANTRA FAMILY WEALTH LLC also reported in Oct 2018:
  • 9 employees, with 5 performing advisory functions.
  • One office location.
  • No registrations with foreign financial regulatory authorities.
  • NO OPERATIONS as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
AVANTRA FAMILY WEALTH LLC has no disclosure events reported to the SEC at this time.

View AVANTRA FAMILY WEALTH LLC's most recent Form ADV filing

AVANTRA FAMILY WEALTH LLC has Notice Filings with the following State Securities Authorities: PA-May 2018

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