ASTRA WEALTH MANAGEMENT GROUP

5700 Granite Parkway
Suite 330
Plano, Texas 75024
Tel: 972-464-1571

About ASTRA WEALTH MANAGEMENT GROUP

ASTRA WEALTH MANAGEMENT GROUP, formally registered with the SEC as ASTRA WEALTH MANAGEMENT GROUP. The firm was established in 05/15/2023. They have over 3 offices throughout the country.

ASTRA WEALTH MANAGEMENT GROUP is a Plano, Texas based Financial Planning firm with nearly $1,302,943,135 assets under management, offering retirement planning & investment advisory services to 2928 clients. The firm is staffed with 15 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	326006
SEC#	801-127984
Assets Managed by Firm	$1,302,943,135
No. of Clients	2928
No. of Advisors	15

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	2928	$1,302,943,135
Individuals (other than high net worth individuals)	574	$216,389,606
High net worth individuals	317	$1,086,553,529

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