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Avantra Family Wealth

Multifamily office listing in Mechanicsburg, Pennsylvania, United States.

SEC-registered

Regulatory AUM: $222 million
Employees: 6
Clients: 11-25
SEC CRD: 288209

Independent, concierge-style multifamily office providing multigenerational wealth planning and investment guidance for individuals and families.¹

Overview

Avantra Family Wealth describes itself as an independent, concierge-style multifamily office focused on helping individuals and families address multigenerational financial needs.¹

The firm provides investment strategy and portfolio management guidance, income generation planning, retirement planning, healthcare cost planning, and financial efficiency advice.²

Leadership

Kim Lee Kenawell is Founder and Chief Executive Officer, Senior Wealth Advisor, Collaborative Divorce Financial Professional, and Mediator. Wade A. Hoffman is Founder and Chief Compliance Officer. Steven B. Thompson is Chief Operating Officer and Family Wealth Advisor.³

The broader team includes Jana M. Thompson, Client Experience Manager; Bethany M. Serdar, Client Experience Associate; and Trina K. Fisher, Client Concierge.³

Services

Avantra’s strategic wealth services include cash management, family financial education, investment strategies, retirement planning, liability management, tax minimization strategies, and life and long-term care insurance.²

The firm offers wealth management that combines financial planning and investment management, along with stand-alone investment management and financial planning.⁴

Avantra’s process has five stages: Discovery, Planning, Recommendations, Implementation, and Monitoring.⁵

What the firm offers

Investment management
Financial planning
Tax planning
Administration and bill pay
Risk and insurance
Retirement planning

Client Focus

Avantra focuses on multigenerational financial issues such as elder-care financing, college tuition, and retirement planning for Baby Boomer clients.⁶

The firm also works with emerging wealth, including high-earning next-generation clients who are exploring their personal and professional goals.⁶

Avantra serves individual, joint, retirement, trust, and estate accounts. Its portfolios may use mutual funds, exchange-traded funds, stocks, fixed-income securities, and independent managers.⁴

Approach

Avantra reports that it continuously monitors portfolios and securities and meets with clients at least annually or more often as needed.⁴

The firm is registered as an investment adviser with the U.S. Securities and Exchange Commission under CRD 288209.⁴

Assets and Minimums

Avantra reports no account or relationship size minimum for opening or maintaining an advisory relationship.⁴

The firm reports asset-based fees from 0.05% to 2.00% annually, hourly financial-planning fees up to $300 per hour, and fixed project or annual planning fees up to $5,000.⁴

By the numbers

Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 288209. As of September 1, 2026.

Regulatory assets under management
Year	Regulatory AUM	Discretionary	Non-discretionary
2018	$105 million	$90 million	$14 million
2019	$90 million	$90 million	$0
2020	$126 million	$104 million	$22 million
2021	$132 million	$112 million	$20 million
2022	$158 million	$135 million	$23 million
2023	$138 million	$123 million	$15 million
2025	$194 million	$187 million	$8 million
2026	$222 million	$216 million	$5 million

Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 288209. Regulatory AUM divided by the client count reported in Item 5D. Client types reported as fewer than 5 are not counted, so this is approximate. As of September 1, 2026.

Average AUM per client
Year	Average AUM per client
2018	$864,276
2019	$636,460
2020	$704,414
2021	$623,749
2022	$791,231
2023	$760,579
2025	$719,855
2026	$993,521

Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 288209. "<5" means the firm reported fewer than 5 clients of that type. As of September 1, 2026.

Clients by type
Client type	Clients (2026)
Individuals	158
High net worth individuals	65

Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 288209. As of September 1, 2026.

Employees reported on Form ADV
Year	Employees
2018	9
2019	8
2020	8
2021	6
2022	6
2023	6
2025	6
2026	6

Ranks #7 of 7 SEC-registered firms in PA on MultifamilyOffices.com by regulatory AUM.

Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 288209. Ranking uses only firms profiled on MultifamilyOffices.com. As of September 1, 2026.

FAQs

What type of firm is Avantra Family Wealth?

Avantra Family Wealth is an independent, concierge-style multifamily office serving individuals and families with multigenerational planning.¹

What services does Avantra provide?

Its services include investment management, financial planning, retirement planning, income generation planning, healthcare cost planning, cash management, family financial education, liability management, tax minimization strategies, and insurance planning.²

Does Avantra have a minimum account size?

The firm reports no account or relationship size minimum for opening or maintaining an advisory relationship.⁴

LocationMultifamily offices in Pennsylvania
The Multifamily offices in PA page helps Pennsylvania families compare office structures, service mixes, and planning considerations. It gives a reader evaluating Avantra Family Wealth a regional starting point for considering investment management, tax planning, administration, and multigenerational wealth needs.
Network siteCapitalGainsTax.com
CapitalGainsTax.com offers practical guides on capital gains tax and planning strategies. A business owner or investor considering Avantra Family Wealth can use these materials to prepare questions about investment decisions, tax planning, concentrated holdings, and the timing of asset sales.
Network siteFamilyOffices.com
FamilyOffices.com provides educational resources and a community focused on single family offices and wealthy families. Readers can learn how families organize investment management, administration, succession discussions, and governance before deciding whether an independent multifamily office fits their household.
GuideFiduciary duty vs suitability
The fiduciary duty vs suitability page explains two standards that may shape advice relationships. Families reviewing Avantra Family Wealth can use it to ask how recommendations are evaluated, documented, and connected to financial planning, retirement planning, insurance, and investment management.
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Profiles of Apex Financial Advisors, Inc., Handwerk Multi Family Office, and Sageworth offer additional points of comparison on MultifamilyOffices.com. Reviewing these firms can help a wealthy family or business owner clarify preferred services, office structure, client focus, and questions for Avantra Family Wealth.

Sources

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.

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