Amanda K. Standard
KINTRA WEALTH | Wealth Planner
Marietta, GA
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CRD#: 6656240
Professional summary
Amanda Kathryn Standard, CFP® is a registered financial advisor currently at KINTRA WEALTH, LLC located in Marietta, Georgia.
Amanda is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Amanda has worked at 6 firms and has passed the Series 65 exam.
Biography
Amanda is a wealth planner for Bluerock Wealth Management. She works closely with operations and advisors to gather information, present financial plans and implement strategies for clients.
“I fell in love with the industry by seeing how financial planning can make a huge impact in a client’s life. I saw that many people do not have the time to keep up with the ever-changing financial world and want to have assurance when facing unknowns. I love building relationships with clients and working to set a pathway to help them achieve their goals.”
Amanda started her financial planning career in 2013 with an internship at a wealth management firm while getting a degree in finance at the University of Georgia. Amanda ultimately earned her master’s degree in financial planning from the University of Georgia as well. Before Bluerock, she worked at Mercer Advisors in Alpharetta. She most recently worked in Charlotte, North Carolina, as a wealth management associate, and is excited to be back in Georgia! She has also earned the CERTIFIED FINANCIAL PLANNER™ designation.
A McDonough, Georgia native she enjoys spending her spare time with family and friends, reading and sewing.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Amanda Kathryn Standard's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
April 30, 2026 - Present
KINTRA WEALTH, LLC
RIA
CRD#: 299407
Marietta, GA
Past
April 16, 2024 - April 17, 2026
COMMONWEALTH FINANCIAL NETWORK
RIA
CRD#: 8032
Warren, NJ
Past
January 4, 2022 - January 12, 2024
HIGHTOWER ADVISORS, LLC
RIA
CRD#: 145323
Alpharetta, GA
Past
April 29, 2021 - December 10, 2021
BLUEROCK WEALTH MANAGEMENT, LLC
RIA
CRD#: 305670
ALPHARETTA, GA
Past
July 3, 2019 - June 9, 2020
NOVARE CAPITAL MANAGEMENT
RIA
CRD#: 117949
CHARLOTTE, NC
Past
November 21, 2017 - February 1, 2019
MERCER GLOBAL ADVISORS INC.
RIA
CRD#: 147363
Alpharetta, GA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
KW
KINTRA WEALTH, LLC
EVERGREEN EXITS | KINTRA WEALTH, LLC | EVERGREEN WEALTH SOLUTIONS, LLC | EVERGREEN WEALTH SOLUTIONS | EVERGREEN INSTITUTIONAL
CRD#: 299407 / SEC#: 801-114485
RIA
Registered Investment Advisory firm - (1/28/2019 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(4/30/2026)
Current Firm
KW
KINTRA WEALTH, LLC
EVERGREEN EXITS | KINTRA WEALTH, LLC | EVERGREEN WEALTH SOLUTIONS, LLC | EVERGREEN WEALTH SOLUTIONS | EVERGREEN INSTITUTIONAL
CRD#: 299407 / SEC#: 801-114485
RIA
Registered Investment Advisory firm - (1/28/2019 Approved)PREMIUM
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Contact information
Main Address
1000 Commerce Park Drive Suite 416, Williamsport, PA 17701
Mailing Address
Phone number
(570) 601-6960
Established
Firm type
Fiscal year end
# of Employees
10
SEC notice filing (9 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,424 |
| AUM (Assets Under Management) | $ 460,941,125 |
Red Flags
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