Kintra Wealth, LLC
Firm details
- Headquarters
- Williamsport, Pennsylvania
- CRD number
- 299407
- Registered since
- January 28, 2019
- Website
- kintrawealth.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI60.98%
- Individuals39.02%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Kintra Wealth, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2019. The firm serves primarily individual and family clients and positions itself as a capital allocator that combines financial planning, discretionary portfolio management for individuals and small businesses, and the selection of third‑party advisers. Its fee structures include percentage of AUM, hourly billing, and fixed fees. Kintra does not describe itself as an active ESG investor. The firm's ownership is listed as a mix of domestic entity and individual ownership. The adviser also maintains an affiliation footprint that includes other investment advisers and an insurance company relationship.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds71%
- Exchange Traded Equities15%
- Cash & Cash Equivalents8%
- State & Local Bonds3%
- Non-Exchange Traded Equities2%
Owners & executives
3 of 5
Chad Kreda
Investment CoordinatorCRD 7130839
Nicholas Loring
CEO and Managing PartnerCRD 5974514
Tony Dalton
Chief Operating OfficerCRD 2295472
Contacts
3 of 37
Catherine Farley
ConsultantCRD 2314911
Alexander Simon
Wealth AdvisorCRD 2764737
John Courville
Wealth AdvisorCRD 7778132
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 340Active vs passive
$1.7B in ETFs
48%
$815M
37%
$880M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| MC TRIO EQUITY BUFFERED ETF (TRIO) | $122M | 1,839,085 | 7.19% |
Location
Williamsport, PA
Lycoming
Location
Williamsport, PA
Headquartered in Williamsport, PA, anchoring the Williamsport-Lock Haven, PA metro in the Northeast.
- Metro area
- Williamsport-Lock Haven, PA
- Region
- Northeast
- County
- Lycoming
- Address
- 1000 Commerce Park Dr
- Time zone
- ET (UTC-5)
- Office locations
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