SourcingSourcing

AVANTRA FAMILY WEALTH, INC.

C50
CRD 288209·SEC 801-113234·MECHANICSBURG, PA
AUM
$221.6M
$100M-$500M
Est. Revenue
$2.2M
@ 1% on AUM
Est. EBITDA
$665K
@ 30% margin
Est. Deal Value
$5.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
AVANTRA FAMILY WEALTH, INC.
CRD
288209
SEC file #
801-113234
EIN
821100871
DBA names
—

Economics

AUM
$221.6M
AUM band
$100M-$500M
AUM trajectory
'20'26
$90.4M → $221.6M▲ +145%
Client mix
Individuals Other158
Individuals High Net Worth65

Operations

Employees (total)
6
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
4 advisors → 3 advisors▼ -25%
Primary office
MECHANICSBURG PA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
04/22/2026
ADV-W filed at
—
Website
linkedin.com/company/11221057(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
KENAWELL, KIM, LEE
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
KENAWELL, KIM, LEE
Hoffman, Wade, Aaron
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001774744
Edgar Registered
Yes
Edgar Filing Count
7
Edgar First Filing Date
2025-01-24
Edgar Last Filing Date
2026-04-22
Edgar 13f Count
6
Edgar 13f Latest AUM Estimate
Filing Date2026-04-22
Accession0001951757-26-000689

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.3832
Soi Zip Pct 200k Plus
0.1346
Soi Zip Returns 200k Plus
2,990
Soi Zip Total AGI
2,871,902
Fdic Zip Total Deposits
14,362,394,000
Fdic Zip Branch Count
227
Fdic Zip Top Banks
First National Bank of Pennsylvania
PNC Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (22)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
1
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
100 STERLING PARKWAYSUITE 107MECHANICSBURG, PA 17050
Business
100 STERLING PARKWAYSUITE 107MECHANICSBURG, PA 17050
Edgar EIN
821100871
Edgar Recent Filings
13F-HR2026-04-22 · 0001951757-26-000689
13F-HR2026-01-21 · 0001951757-26-000249
Fdic Zip Branches Raw
Commerce Bank/Harrisburg National AssociationMechanicsburg, PA
First Union National BankMechanicsburg, PA
Fdic Zip HHI
1030.07
Fdic Zip Top Bank Share Pct
17.44
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI50,837
Returns4,690
Stub 2
AGI136,342
Returns3,630
Stub 3
AGI185,976
Returns2,990
Soi Zip Total Business Income
74,518
Soi Zip Total Cap Gains
256,957
Soi Zip Total Dividends
57,033
Soi Zip Total Returns
22,210
Top Owner CRD
2681649
Trust Company Affiliate
No

People (3)

3
KENAWELL, KIM, LEE
IAR · Direct Owner · 87.5%
2681649
Hoffman, Wade, Aaron
IAR · Direct Owner · 7.5%
2825341
Thompson, Steven, Bentley
IAR · Executive Officer · 2.5%
4357058