# AVANTRA FAMILY WEALTH, INC.

AVANTRA FAMILY WEALTH, INC. of MECHANICSBURG, PA is an SEC-registered investment adviser.

## Registration

- CRD: 288209
- Type: SEC-registered investment adviser
- SEC file number: 801-113234
- Location: 100 STERLING PARKWAY, SUITE 107, MECHANICSBURG, PA, 17050
- Phone: (717) 276-1501
- Latest filing: 2026-06-17
- Regulatory AUM: $221.6M
- Discretionary AUM: $216.1M
- Non-discretionary AUM: $5.4M
- Clients: 6
- Accounts: 1,041

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| Kim Lee Kenawell | FOUNDER, CHIEF EXECUTIVE OFFICER, SENIOR FAMILY WEALTH ADVISOR | — |
| Wade Aaron Hoffman | FOUNDER, CHIEF COMPLIANCE OFFICER | — |
| Steven Bentley Thompson | CHIEF OPERATING OFFICER, FAMILY WEALTH ADVISOR | — |
| COLLINS FRANK ROBERT | FOUNDING PARTNER, SENIOR FAMILY WEALTH ADVISOR | — |
| KENAWELL-HOFFECKER KIM LEE | FOUNDING PARTNER, SENIOR FAMILY WEALTH ADVISOR | — |
| HOFFMAN WADE | PARTNER, CHIEF COMPLIANCE OFFICER | — |
| KENAWELL KIM LEE | FOUNDER, CHIEF EXECUTIVE OFFICER, SENIOR FAMILY WEALTH ADVISOR; FOUNDING PARTNER, SENIOR FAMILY WEALTH ADVISOR | — |
| Hoffman Wade Aaron | FOUNDER, CHIEF COMPLIANCE OFFICER | — |
| Thompson Steven Bentley | CHIEF OPERATING OFFICER, FAMILY WEALTH ADVISOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/288209/brochure
- Similar advisers: https://search.stillhousedata.com/firm/288209/similar
- Related entities: https://search.stillhousedata.com/firm/288209/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/288209

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.