Astra Prime Wealth Management

RIASEC Registered
Total AUM
$47.2M
Discretionary
$47.2M
100% of AUM
Avg account
$1.8M
Accounts
26
Employees
5
Advisory reps
4

Firm details

Headquarters
Pittsburgh, Pennsylvania
CRD number
333432
Custodians
INTERACTIVE BROKERS LLC, CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Performance Based Fees
Client types
  • HNWI69.67%
  • Charitable Organizations28.83%
  • Individuals1.5%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Astra Prime Wealth Management is an independent registered investment adviser organized as an LLC that serves individuals and families. The firm provides portfolio management for both retail clients and small businesses, and it also manages portfolios for business or institutional clients. Its billing mixes a percentage-of-assets model with hourly charges and the ability to take performance-based fees. Astra Prime does not position itself as a capital allocator and is not identified as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 91%, US Government Bonds 7%, Cash & Cash Equivalents 2%91%
  • Exchange Traded Equities91%
  • US Government Bonds7%
  • Cash & Cash Equivalents2%

Contacts

3 of 4
  • Jacob Kaufmann

    Jacob Kaufmann

    Client Relations AssociateCRD 8264488

  • Michael DeGregorio

    AssociateCRD 8147975

  • Ryan Labriola

    Ryan Labriola

    Managing DirectorCRD 7993953

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Pittsburgh, PA

Allegheny

Location

Pittsburgh, PA

Headquartered in Pittsburgh, PA, anchoring the Pittsburgh-New Castle-Weirton, PA-OH-WV metro in the Northeast.

Metro area
Pittsburgh-New Castle-Weirton, PA-OH-WV
Region
Northeast
County
Allegheny
Address
317 E Carson St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth