Astra Prime Wealth Management
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
FINTRXOverview
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
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 4
Jacob 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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