ASTRA WEALTH PARTNERS

RIASEC RegisteredEst. 2022

Total AUM

$268M

Discretionary

$263M

98% of AUM

Avg account

$464K

Accounts

578

Employees

Advisory reps

Firm details

Headquarters: JERSEY CITY, New Jersey
CRD number: 321136
Registered since: May 27, 2022
Website: astrawp.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: HNWI67.5%
Other Investment Advisers17.18%
Individuals13.64%
Pooled Investment Vehicles1.61%
Charitable Organizations0.07%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Astra Wealth Partners is an independent RIA organized as an LLC and SEC-registered in 2022. The firm describes itself as a capital allocator serving both individual & family and institutional clients. Its fee arrangements include percentage-of-AUM charges, fixed fees, and performance-based fees. Advisory services listed in regulatory filings include comprehensive financial planning, portfolio management for individuals and small businesses, management of pooled investment vehicles, selection of other advisers, and pension consulting services. The firm reports acting in multiple capacities around pooled vehicles—serving as sponsor, general partner, and managing member in some structures—and has industry affiliations that include commodity pool/commodity trading adviser (CPO/CTA) and accounting relationships. Astra does not self-identify as an active ESG investor.