Astra Wealth Management LLC

RIASEC Registered
Total AUM
$5.7M
Discretionary
$5.7M
100% of AUM
Avg account
$125K
Accounts
46
Employees
1
Advisory reps
1

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

FINTRX

Overview

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

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: Public Funds/Mutual Funds 81%, Exchange Traded Equities 14%, Cash & Cash Equivalents 5%81%
  • Public Funds/Mutual Funds81%
  • Exchange Traded Equities14%
  • Cash & Cash Equivalents5%

Contacts

1 of 1
  • Jake Taylor

    Jake Taylor

    Owner & CCOCRD 7484437

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth