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Matthew Curtis Swales

Kintra Wealth, LLC

Williamsport, PA

CRD 8209261

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Employer firm

Kintra Wealth, LLC CRD 299407

$1.50B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Kintra Wealth, Llc

1000 Commerce Park Drive Suite 416, Williamsport, PA 17701 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-01-27
  • PA RA
    APPROVED
    Since 2026-01-27

Branch Locations

1000 Commerce Park Drive Suite 416, Williamsport, PA 17701 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Maxwell Locke & Ritter Austin TX 05/2023 11/2023
Eurooptic Muncy PA 11/2023 10/2025
Kintra Wealth, Llc Williamsport PA 10/2025 Present
Baker Tilly Us Williamsport PA 05/2019 05/2023
Bloomsburg University Bloomsburg PA 09/2015 05/2020
  • 05/2023 → 11/2023
    Maxwell Locke & Ritter
    Austin, TX
  • 11/2023 → 10/2025
    Eurooptic
    Muncy, PA
  • 10/2025 → Present
    Kintra Wealth, Llc
    Williamsport, PA
  • 05/2019 → 05/2023
    Baker Tilly Us
    Williamsport, PA
  • 09/2015 → 05/2020
    Bloomsburg University
    Bloomsburg, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-01-27
  • S65 Uniform Investment Adviser Law Examination
    2026-01-27
Other Names
  • Matt Swales
  • Matthew Swales

View on SEC IAPD

Nearby Firms

HUDOCK CAPITAL GROUP
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC

Nearby Investors

SHELLEY SUE WHITNACK
WAYNE LEY DIEFFENDERFER
MICHAEL JOSEPH HUDOCK

Nearby Offices

HUDOCK CAPITAL GROUP · WILLIAMSPORT, PA
EDWARD JONES · Williamsport, PA
CETERA INVESTMENT ADVISERS LLC · WILLIAMSPORT, PA

More in Williamsport, PA

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