ASTRA PRIME WEALTH MANAGEMENT
Firm details
- Headquarters
- PITTSBURGH, Pennsylvania
- CRD number
- 333432
- Custodians
- INTERACTIVE BROKERS LLC, CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Performance Based Fees
- Client types
- HNWI79.1%
- Charitable Organizations19.87%
- Individuals1.04%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Astra Prime Wealth Management is an independent registered investment adviser organized as a limited liability company that serves individual and family clients. Ownership is listed as a mix of a domestic entity and an individual. The firm provides portfolio management for individuals, small businesses and for business or institutional clients. Its fee schedule includes asset-based fees, hourly billing and the possibility of performance-based fees. The firm reports it is not an active ESG investor and is not identified as a multi-state adviser on its filing. It does not position itself as a capital allocator, which suggests it primarily manages client portfolios rather than operating a separate fund-of-funds or committing client capital as an allocator to external vehicles.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities91%
- US Government Bonds7%
- Cash & Cash Equivalents2%
Contacts
3 of 4Jacob Kaufmann
Client Relations AssociateCRD 8264488
Michael DeGregorio
AssociateCRD 8147975
Ryan Labriola
Managing DirectorCRD 7993953
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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