Wealth manager, independent · Williamsport, PA
Kintra Wealth, LLC
SEC-registered investment adviser · CRD 299407 · SEC 801-114485
At a glance
Kintra Wealth, LLC is an SEC-registered investment adviser based in Williamsport, Pennsylvania, with $1.5B in regulatory assets under management as of its Form ADV filed July 20, 2026. It reports 2,914 individual clients, 1,304 of them high-net-worth, holding an average of about $0.5 million each, and 60 employees. That ranks it 729th among the nation’s 5,657 independent wealth management RIAs and 54th of 260 in Pennsylvania. It reports Fidelity as the custodian for its clients’ separately managed accounts.
Main office 570-601-6960kintrawealth.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.5B
- Rank among independent wealth managers
- #729 of 5,657
- Rank among all SEC RIAs
- #4,257 of 17,210
- Rank in Pennsylvania
- #54 of 260
- Individual clients
- 2,914
- High-net-worth clients
- 1,304
- Accounts
- 6,309
- Discretionary
- 100% of AUM
- Employees
- 60
- Advisory staff
- 43
- Offices
- 9
Owners and executives on its Form ADV
- Andrew C HarrisChief Compliance Officer, Chief Executive Officer
Custody and brokerage
Broker-dealer
Hybrid RIA
Kintra Wealth, LLC is a hybrid RIA: 7 of its employees are also registered representatives of a broker-dealer.
Its Form ADV brochure (filed July 2026) names Mutual Securities as the broker-dealer its advisers are registered with.
Certain Advisory Persons are also a Registered Representatives of Mutual Securities, Inc.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 1,304 | $915M | 61% |
| Individuals | 1,610 | $586M | 39% |
Disciplinary disclosures
Kintra Wealth, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗kintrawealth.com ↗
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The full record on Kintra Wealth, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 6 years of filings
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- Growth over one, three and five years
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- Rank against 2,523 peers of its type and size
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- Owners and executives, with titles and stakes
- 1 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 7Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Pennsylvania
All of Pennsylvania →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Brandywine Oak Private Wealth LLCKennett Square | $1.6B | 507 |
| Abundance Wealth Counselors, LLCState College | $1.6B | 439 |
| Roble, Belko and Company, Inc.Sewickley | $1.6B | 233 |
| Tower Bridge AdvisorsWest Conshohocken | $1.5B | 761 |
| River Wealth Advisors LLCCamp Hill | $1.5B | 876 |
| Ironview Capital Management, LLCConshohocken | $1.4B | 386 |
Background
Questions
How much does Kintra Wealth, LLC manage?
Kintra Wealth, LLC reports $1.5B in regulatory assets under management across 6,309 accounts, 100% of it on a discretionary basis, on its Form ADV filed July 20, 2026.
How many clients does Kintra Wealth, LLC have?
It reports 2,914 individual clients: 1,304 high-net-worth individuals and 1,610 other individuals. Individuals account for about 100% of its regulatory assets.
Where is Kintra Wealth, LLC headquartered?
Its main office is in Williamsport, Pennsylvania. It reports 9 offices in total and 60 employees, 43 of whom perform investment advisory functions.
How does Kintra Wealth, LLC charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; hourly charges; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Kintra Wealth, LLC use?
It reports Fidelity as the custodian for its clients’ separately managed accounts. On Schedule D of its Form ADV filed July 20, 2026, it reports these amounts held: Fidelity ($1.3B). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Kintra Wealth, LLC a hybrid RIA with a broker-dealer?
Kintra Wealth, LLC is a hybrid RIA: 7 of its employees are also registered representatives of a broker-dealer. Those representatives can also earn commissions on brokerage business through the broker-dealer, where different rules apply than for advisory accounts.
Is Kintra Wealth, LLC a fiduciary?
As an SEC-registered investment adviser, Kintra Wealth, LLC owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. 7 of its employees are also registered representatives of a broker-dealer, where different rules apply to brokerage recommendations.
Where these numbers come from
Every figure is Kintra Wealth, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-07-20), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →