Astra Wealth Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 334609
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI70.37%
- Individuals29.63%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Astra Wealth Management LLC is an independent, individual-owned registered investment adviser that serves primarily individual and family clients. The firm offers financial planning and discretionary portfolio management for individuals and small businesses and charges fees by a percentage of assets under management as well as hourly and fixed fees. Astra reports being an active ESG investor, suggesting environmental, social, and governance considerations are incorporated into its investment process. It is not a multi-state adviser and does not operate as a capital allocator or pension consultant.
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
- Public Funds/Mutual Funds81%
- Exchange Traded Equities14%
- Cash & Cash Equivalents5%
Contacts
1 of 1
Jake Taylor
Owner & CCOCRD 7484437
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Anchor Financial
RIATacoma, WA
Oakhurst Capital Advisors, LLC
RIAWashington, DC
Fortrove Partners
RIACannoles Asset Management, Inc.
RIADwg, TX
Boise River Financial Planning
RIARapids Financial LLC
RIAKentwood, MI