ASTRA WEALTH MANAGEMENT GROUP
Firm details
- Headquarters
- Plano, Texas
- CRD number
- 326006
- Registered since
- May 15, 2023
- Website
- www.astrawmg.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI82.66%
- Individuals17.34%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Astra Wealth Management Group is an independent registered investment adviser organized as an LLC and registered with the SEC in 2023. The firm positions itself as a capital allocator for individual and family clients, offering fee arrangements that include percentage-of-AUM, hourly, and fixed-fee structures. Its advisory services span financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting services, and the selection of other advisers. Astra is not identified as an active ESG investor and reports an affiliation with an insurance company.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities39%
- Public Funds/Mutual Funds32%
- Cash & Cash Equivalents16%
- State & Local Bonds10%
- Investment Grade Corp Bonds2%
Owners & executives
2 of 2BRADLEY VINEYARD
CEO & PartnerCRD 4181798
OWEN MCCABE
Chief Compliance Officer & Executive Vice PresidentCRD 5859034
Contacts
3 of 10STEVEN ZURLIS
Executive Director & PartnerCRD 4024067
GAIL CARRION
Director, Wealth PlanningCRD 3264148
JOHN DARDEN
PartnerCRD 6484538
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 143Active vs passive
$295M in ETFs
71%
$210M
16%
$84.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $43.7M | 67,261 | 14.85% |
Location
Plano, TX
COLLIN
Location
Plano, TX
Headquartered in Plano, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- COLLIN
- Address
- 5700 Granite Pkwy
- Time zone
- CT (UTC-6)
- Office locations
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