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ASTRA WEALTH MANAGEMENT GROUP

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

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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 StatusApproved
Firm CRD#326006
SEC#801-127984
Assets Managed by Firm$1,302,943,135
No. of Clients2928
No. of Advisors15

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 ClientsAUM
Firm Total2928$1,302,943,135
Individuals (other than high net worth individuals)574$216,389,606
High net worth individuals317$1,086,553,529

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