Warren Wealth Associates

What Warren Wealth Associates does

Warren Wealth Associates is a privately held, for-profit wealth advisory firm founded in 2008 and headquartered in Warren, United States, operating with a small team of 1-10 employees. Its stated service offering comprises comprehensive financial planning, retirement planning, and investment advisory services, consistent with an independent registered investment advisor (RIA) model serving individual clients. No public ticker, funding history, awards, patents, regulatory actions, or management team disclosures are available in the source material for Warren Wealth Associates specifically.

The source data associated with this profile is dominated by details on Kintra, a registered investment advisor (RIA) launched on April 21, 2026 through the merger of six pre-existing wealth management firms. The combined Kintra platform represents over $4 billion in assets under management and 74 employees across eight U.S. states (Pennsylvania, New Jersey, Rhode Island, Massachusetts, Ohio, Kentucky, Florida, and Texas), with headquarters in Williamsport, PA. Kintra's core product is 'The Kintra Method,' a proprietary three-phase wealth management methodology: Listen & Map (analyzing goals, assets, and tax exposure), Align & Design (integrating investments, taxes, and estate plans), and Implement & Evolve (active monitoring and adaptation). Services are segmented for Individuals & Families, Entrepreneurs & Business Owners, and Institutions.

Revenue mechanics across the associated platform rely on recurring advisory fees typical of the fiduciary RIA model; specific pricing, fee schedules, and the precise legal or operational relationship between Warren Wealth Associates and Kintra are not disclosed. Distribution is advisor-led (field/enterprise) supplemented by a website, LinkedIn presence, and an advisor recruitment channel. Customer concentration, revenue figures, AI capabilities, and detailed management composition are not disclosed for Warren Wealth Associates in the available source material.

Name

Warren Wealth Associates

Legal name

Kintra

Website

https://warrenwealthassociates.com

Company type

Private

Founded year

2026

Operating status

Operating

Headcount range

1–10 employees

Short description

Warren Wealth Associates is a privately held boutique wealth advisory firm founded in 2008 in Warren, US, offering comprehensive financial planning, retirement planning, and investment advisory services through a small team of 1-10 employees.

Ownership category

akta.pro rank

Product category

Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (523940), Trust, Fiduciary, and Custody Activities (523991), Trusts, Estates, and Agency Accounts (52592)

SIC

Investment Advice (6282)

akta.pro primary industry

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

akta.pro secondary industries

Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF), Advisory Portfolio Management (Non-Discretionary) (FSAAABAD), Business Owner & Executive Financial Planning (FSAEAAAO)

Keywords

• Financial planning services
• Retirement planning
• Investment advisory
• Wealth management
• Personal financial advisory

Headquarters

HQ city

Warren

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. Investment Advisory Fees: As a registered investment advisor (RIA), Kintra likely generates revenue through fee-based advisory services charged to clients for financial planning and investment management. The fiduciary model suggests advisory fees are the primary revenue stream.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels4 records

Core offering

Warren Wealth Associates provides comprehensive financial planning, retirement planning, and investment advisory services to individuals and business owners. The firm offers wealth management services including multi-generational wealth preservation, business-aligned financial planning, and institutional fiduciary guidance through a coordinated advisory approach.

Product overview

Kintra is a unified wealth management platform offering comprehensive financial services through a network of six merged wealth management firms representing over $4 billion in assets under management. The core offering is The Kintra Method, a three-phase approach (Listen & Map, Align & Design, Implement & Evolve) that integrates investments, taxes, and estate planning into a single cohesive strategy. Services are delivered across three segments: Individuals & Families (multi-generational wealth preservation), Entrepreneurs & Business Owners (business-aligned financial planning), and Institutions (co-fiduciary advisory services).

Differentiator

Problem solved

Functional benefit

Products and services

• Wealth Management Services

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Scale indicators4 records

Recent moves5 records

Expansion highlights4 records

Broad incumbents

• Edelman Financial Engines: Large independent RIA serving HNW clients with integrated financial planning. Larger scale than Kintra but overlapping value proposition around comprehensive wealth management for individuals and families.
• LPL Financial: Largest independent broker-dealer in the U.S. supporting thousands of affiliated advisors and RIAs. Indirect peer as a platform/enabler for the kind of independent advisory firms that Kintra consolidates.
• Cetera Financial Group: Independent broker-dealer and RIA platform supporting a national network of financial advisors. Comparable to Kintra as a multi-firm wealth management platform with overlapping advisor-led distribution.
• Northwestern Mutual Wealth Management: Established insurance-anchored wealth manager with comprehensive financial planning for individuals and business owners. Comparable client segments and integrated planning approach.
• Focus Financial Partners: Long-established RIA roll-up consolidating independent wealth managers; recently taken private by CD&R. Represents the largest-scale version of the M&A strategy Kintra is pursuing.
• Creative Planning: One of the largest independent RIAs in the U.S., serving HNW clients with comprehensive financial planning including tax and estate services. Operates at much greater scale but offers a directly overlapping service mix.

Direct peers

• Mariner Wealth Advisors: Large independent RIA built through aggressive roll-up of wealth management firms. Operates a similar advisor-led, multi-state model serving HNW clients, making it the most directly comparable peer to Kintra's six-firm merger strategy.
• Carson Group: Advisor community-driven wealth management firm emphasizing collaborative advisor networks and serving HNW/multi-generational clients. Mirrors Kintra's 'Iron Sharpens Iron' community positioning and advisor-led GTM motion.
• Mercer Advisors: National RIA serving HNW clients with integrated financial planning, tax, and estate services. Built through acquisitions of smaller advisory firms — same playbook as Kintra.
• Wealth Enhancement Group: PE-backed RIA roll-up acquiring independent wealth management firms across multiple U.S. states. Comparable to Kintra in M&A-driven growth strategy and HNW client focus.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/warren-wealth-associates

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Warren Wealth Associates