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ASTRA WEALTH PARTNERS

101 Hudson Street
Suite 2100
Jersey City, New Jersey 07302
Tel: 800-805-8740

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About ASTRA WEALTH PARTNERS

ASTRA WEALTH PARTNERS, formally registered with the SEC as ASTRA WEALTH PARTNERS. The firm was established in 05/27/2022. They have over 2 offices throughout the country.

ASTRA WEALTH PARTNERS is a Jersey City, New Jersey based Financial Planning firm with nearly $162,090,303 assets under management, offering retirement planning & investment advisory services to 415 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#321136
SEC#801-125765
Assets Managed by Firm$162,090,303
No. of Clients415
No. of Advisors4

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees
  • Performance Based

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Pesnsion consulting services
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total415$162,090,303
Individuals (other than high net worth individuals)80$33,477,121
High net worth individuals37$100,058,699
Charitable organizationsFewer than 5 clients$23,185
Other investment advisersFewer than 5 clients$28,077,362
Corporations or other businessesFewer than 5 clients$28,809

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