Astra Wealth Partners

Overview

Astra Wealth Partners is an independent registered investment adviser that began SEC registration in 2022 and is organized as a limited liability company under individual ownership. The firm serves both individual & family clients and institutional clients, offering financial planning, portfolio management for individuals and pooled vehicles, pension consulting, and manager-selection services. Its compensation model includes percentage-of-AUM fees, fixed fees, and performance-based fees, and the firm identifies itself as a capital allocator that places client capital with third-party managers as well as managing its own pooled investment vehicle activity. Astra does not list itself as an active ESG investor and is not characterized as a multi-state adviser in the reported summary. Industry affiliations indicate the firm takes on roles beyond pure advisory work, including sponsor/GP and managing-member functions for pooled vehicles and related CPO/CTA or accounting activities tied to those vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives