Wade
Hoffman

Avantra Family Wealth LLC

CRD#2825341
Investment Advisor
in Mechanicsburg, PA

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About this Advisor

Wade Hoffman is a financial advisor who works out of Mechanicsburg, Pennsylvania with a total of 6 years of relevant experience. Hoffman is currently employed by Avantra Family Wealth LLC. Over the course of their career, Hoffman has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Avantra Family Wealth LLC and Purshe Kaplan Sterling Investments. Hoffman maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in Pennsylvania. Avantra Family Wealth LLC is an advisory company based out of Mechanicsburg, PA. It oversees $138 million in assets across its 900 customer accounts, placing it among the mid-sized firms in the nation by assets under management. Of its 900 customer accounts, 19% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. The firm offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fees typically vary depending on which services the firm provides the client. Fees charged by Avantra Family Wealth LLC can include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

6 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

100 Sterling Parkway Suite 107
Mechanicsburg, PA 17050

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Avantra Family Wealth LLC Brokerage Details

Total Assets Under Management

$138,425,296

PA Average: $15,833,994,310
Total Number of Employees

6

PA Average: 41
Total Number of Accounts

900

PA Average: 3,342
Average Account Size

$153,806

PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Wade Hoffman Work History

Wade has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Avantra Family Wealth LLC

2017 - Present (7 years)

Purshe Kaplan Sterling Investments

2011 - 2016 (5 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Wade Hoffman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Avantra Family Wealth LLC

Wade Hoffman
Mechanicsburg, PA
Steven Thompson
Mechanicsburg, PA
Kim Kenawell
Mechanicsburg, PA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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