Austin, TX Office
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Kintra Wealth, LLC
Multi-team
Firm-wide stats for Kintra Wealth, LLC
About
Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans and corporations, offering wealth management, financial planning, retirement-plan consulting, and both discretionary and limited non‑discretionary portfolio management. The firm manages approximately $1.5 billion in discretionary assets and also advises institutional clients and retirement plans, while recommending third‑party managers when appropriate.
The firm’s investment process combines client interviews and document review with model-driven asset allocation and fundamental security analysis, implemented on a household basis to optimize tax efficiency and avoid duplicate holdings across accounts. Kintra integrates planning and investment workstreams — from legacy‑security transitions and mutual‑fund share‑class conversions to the use of SMAs, active and passive strategies, and occasional margin only for higher‑risk clients.
Kintra’s structure and service mix include several features less common among peers: a dedicated business exit planning practice (KintraExits) for privately held business owners, an institutional brand that collaborates with Investment Research Partners, and an affiliated sub‑adviser (Kintra Investments, LLC) that provides sub‑advisory services to the MC Trio Buffered ETF. The firm also maintains relationships with third‑party broker/dealers (including certain Advisory Persons who are registered representatives of Mutual Securities, Inc.) and provides consulting to MSI brokerage customers, and it offers multiple fee arrangements (including blended subscription+AUM options) and insurance transactions through an affiliated insurance entity — each of which the brochure discloses as potential conflicts to be managed.
Based on Kintra Wealth, LLC
Expertise
Based on Kintra Wealth, LLC
Location
248 Addie Roy Road, Suite C 103
Austin TX 78746
Advisors at this office
4
Advisors at this office
John C
Series 63, Series 65
Austin, TX
Kintra Wealth, LLC
John Courville is a financial advisor at Kintra Wealth, LLC with three years of industry experience. He holds Series 63 and Series 65 registrations and has previously worked at Rembrandt Financial Group LLC and Equitable Advisors, LLC. Before entering the financial sector, he spent five years with Idea Public Schools. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations by providing wealth management, financial planning, retirement-plan consulting, and portfolio management services. The firm manages approximately $1.5 billion in discretionary assets and integrates a model-driven investment process with fundamental security analysis, applying strategies to optimize tax efficiency across client households.
Daniel T
CFP®, Series 63, Series 65
Austin, TX
Kintra Wealth, LLC
Daniel Tapia is a CFP® with 34 years of industry experience, currently serving as a financial advisor at Kintra Wealth, LLC since 2026. His prior roles include positions at Rembrandt Financial Group LLC, LPL Financial, VOYA Financial Advisors, and Equitable Advisors. Outside of his advisory work, he is involved in several business ventures including ownership of a car and scooter rental company in Tulum, Mexico. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations by providing wealth management, financial planning, retirement-plan consulting, and portfolio management. The firm combines client interviews with model-driven asset allocation and fundamental security analysis, implementing strategies on a household basis to enhance tax efficiency and minimize overlapping holdings.
Mickey B
CFP®, Series 66
Austin, TX
Kintra Wealth, LLC
Mickey Bryan is a CFP® professional with 18 years of industry experience, currently serving at Kintra Wealth, LLC. His prior work includes roles at LPL Financial, LLC and Rembrandt Financial Group, LLC. Kintra Wealth, LLC provides wealth management and financial planning services to individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations. The firm integrates model-driven asset allocation with fundamental security analysis, serving both retail and institutional clients while emphasizing tax efficiency and customized investment strategies.
Michaela S
Series 65
Austin, TX
Kintra Wealth, LLC
Michaela Settlemeyer is a Series 65-credentialed advisor at Kintra Wealth, LLC with one year of industry experience. Prior to joining Kintra Wealth, she worked in education for 14 years at Leander Independent School District and Trinity Episcopal School. Kintra Wealth serves a wide range of clients including individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations. The firm offers wealth management, financial planning, and portfolio management services, combining client-focused planning with model-driven asset allocation and fundamental security analysis to optimize tax efficiency and portfolio diversification.
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