Kintra Wealth, LLC

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Total assets under management

$460,941,125

Total clients

534

22% high-net worth

Total advisors

of 10 employees

Firm size

Team

4-10 advisors or $500M+ in AUM

Average clients per advisor

Average account size

$863,186

Client services

Financial planning Portfolio management Selection of other advisers

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Main office location

Kintra Wealth, LLC

1000 Commerce Park Drive, Suite 416

Williamsport PA 17701, United States

Number of offices

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook YouTube Website 570-601-6960

Advisors at this firm

Matthew E

CFP®, Series 63

Williamsport, PA

Kintra Wealth, LLC

Joseph B

Series 63, Series 65

Williamsport, PA

Kintra Wealth, LLC

James D

CFP®, Series 63

Williamsport, PA

Kintra Wealth, LLC

Tony D

Series 63

Marysville, OH

Kintra Wealth, LLC

Andrew H

Series 63, Series 66

Williamsport, PA

Kintra Wealth, LLC

Tyler M

CFP®, Series 66

Marysville, OH

Kintra Wealth, LLC

Matthew S

Series 65

Williamsport, PA

Kintra Wealth, LLC

Jesse C

Series 65

Williamsport, PA

Kintra Wealth, LLC

Edward B

Series 63, Series 66

Williamsport, PA

Kintra Wealth, LLC

Michael K

CFP®, Series 66

Williamsport, PA

Kintra Wealth, LLC

Mark F

CFP®, Series 63, Series 65

Marysville, OH

Kintra Wealth, LLC

Jonathan L

CFP®, Series 66

Marysville, OH

Kintra Wealth, LLC

Todd R

CFP®, Series 63, Series 65

Williamsport, PA

Kintra Wealth, LLC

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