DFX Intelligence

Data Factory

RIA / WealthAdvisor26 years in industry

Wade Aaron Hoffman

Advisor at AVANTRA FAMILY WEALTH, INC.

MECHANICSBURG, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:948a805e-8a67-bf7b-3276-c9d8895dac7c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:28 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Aug 3, 2010 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: AVANTRA FAMILY WEALTH, INC.
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 31, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 2
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Mar 31, 2000
First registration: Aug 3, 2010
Dual registered: no
Other names: WADE AARON HOFFMAN|WADE HOFFMAN
IAPD individual key: 2825341

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
AVANTRA FAMILY WEALTH, INC.	Independent wealth	Jul 28, 2017	n/a	yes	MECHANICSBURG, PA	Current employment
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Apr 15, 2011	Jan 4, 2016	no	LANCASTER, PA\|CAMP HILL, PA\|YORK, PA\|CAMP HILL, PA\|CAMP HILL, PA\|PITTSBURGH, PA\|BRIDGEPORT, WV\|LEXINGTON, KY\|MARIETTA, OH\|PIKEVILLE, KY\|EVANSVILLE, IN\|CHARLESTON, WV\|HUNTINGTON, WV\|INDIANA, PA\|ERIE, PA\|UPPER SAINT CLAIR, PA\|PITTSBURGH, PA\|SEWICKLEY, PA\|GREENSBURG, PA\|OKLAHOMA CITY, OK\|LOUISVILLE, KY\|CAMP HILL, PA\|CHAMBERSBURG, PA\|YORK, PA\|LANCASTER, PA\|WYOMISSING, PA	Previous registration
MORGAN STANLEY	Wirehouse	Aug 3, 2010	Mar 9, 2011	no	Camp Hill, PA\|Carlisle, PA\|Carlisle, PA\|Lancaster, PA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	AVANTRA FAMILY WEALTH, INC.	Jan 4, 2016	Jul 28, 2017	571	Firm change after gap	Wirehouse to RIA
MORGAN STANLEY	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Mar 9, 2011	Apr 15, 2011	37	Firm change	Wirehouse to wirehouse

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
7691:288209:PA:2016-01-04	Jan 4, 2016	Jul 28, 2017	WYOMISSING, PA	Firm change after gap

Relationships

Registered with (3)

→ AVANTRA FAMILY WEALTH, INC.Registered adviserregistration: current employment
Jul 28, 2017 to presentfactForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Apr 15, 2011 to Jan 4, 2016factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Aug 3, 2010 to Mar 9, 2011factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:948a805e-8a67-bf7b-3276-c9d8895dac7c
First observed: Aug 3, 2010
Last observed: Sep 14, 2026 6 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Wade Aaron Hoffman

Advisor at AVANTRA FAMILY WEALTH, INC.

MECHANICSBURG, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:948a805e-8a67-bf7b-3276-c9d8895dac7c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:28 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

AVANTRA FAMILY WEALTH, INC.

Independent wealth

Jul 28, 2017

n/a

yes

MECHANICSBURG, PA

Current employment

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Wirehouse

Apr 15, 2011

Jan 4, 2016

Previous registration

MORGAN STANLEY

Wirehouse

Aug 3, 2010

Mar 9, 2011

Camp Hill, PA|Carlisle, PA|Carlisle, PA|Lancaster, PA

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

AVANTRA FAMILY WEALTH, INC.

Jan 4, 2016

Jul 28, 2017

571

Firm change after gap

Wirehouse to RIA

MORGAN STANLEY

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Mar 9, 2011

Apr 15, 2011

Firm change

Wirehouse to wirehouse

Team

Left

Joined

From

Kind

7691:288209:PA:2016-01-04

Jan 4, 2016

Jul 28, 2017

WYOMISSING, PA

Firm change after gap