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KINTRA WEALTH, LLC

WILLIAMSPORT, PA · CRD 299407 · IAPD ↗ · 570-601-6960

$1.50BRegulatory AUM
43Advisory reps
60Employees
0Clients
251-500Planning clients
0Private funds
28States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
July 2026 — KINTRA WEALTH, LLC added office(s): 3 -> 8 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
July 2026 — KINTRA WEALTH, LLC notice-filed in AZ, CA, CT, DC, DE, IL, IN, KY, MD, ME, SC, TN, VA, WA, WV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
85
July 2026 — KINTRA WEALTH, LLC grew from 28 to 43 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
51
May 2026 — KINTRA WEALTH, LLC notice-filed in GA, MA, MI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
April 2026 — KINTRA WEALTH, LLC notice-filed in RI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2026 — KINTRA WEALTH, LLC added office(s): 1 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
85
April 2026 — KINTRA WEALTH, LLC crossed $1B in regulatory AUM ($460.9M -> $1.50B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
April 2026 — KINTRA WEALTH, LLC grew from 7 to 28 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
53
February 2026 — KINTRA WEALTH, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
58
December 2025 — EVERGREEN WEALTH SOLUTIONS, LLC is now doing business as KINTRA WEALTH, LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
70
April 2024 — EVERGREEN WEALTH SOLUTIONS, LLC grew from 5 to 7 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.