ASTRA PRIME WEALTH MANAGEMENT

RIASEC Registered
Total AUM
$68.5M
Discretionary
$47.2M
69% of AUM
Avg account
$2.4M
Accounts
29
Employees
5
Advisory reps
4

Firm details

Headquarters
PITTSBURGH, Pennsylvania
CRD number
333432
Custodians
INTERACTIVE BROKERS LLC, CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
Fee structure
Percentage of AUM, Hourly Charges, Performance Based Fees
Client types
  • HNWI79.1%
  • Charitable Organizations19.87%
  • Individuals1.04%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Astra Prime Wealth Management is an independent registered investment adviser organized as a limited liability company that serves individual and family clients. Ownership is listed as a mix of a domestic entity and an individual. The firm provides portfolio management for individuals, small businesses and for business or institutional clients. Its fee schedule includes asset-based fees, hourly billing and the possibility of performance-based fees. The firm reports it is not an active ESG investor and is not identified as a multi-state adviser on its filing. It does not position itself as a capital allocator, which suggests it primarily manages client portfolios rather than operating a separate fund-of-funds or committing client capital as an allocator to external vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 91%, US Government Bonds 7%, Cash & Cash Equivalents 2%91%
  • Exchange Traded Equities91%
  • US Government Bonds7%
  • Cash & Cash Equivalents2%

Contacts

3 of 4
  • Jacob Kaufmann

    Client Relations AssociateCRD 8264488

  • Michael DeGregorio

    AssociateCRD 8147975

  • Ryan Labriola

    Managing DirectorCRD 7993953

Unlock 1 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

PITTSBURGH, PA

ALLEGHENY

Location

PITTSBURGH, PA

Headquartered in PITTSBURGH, PA, anchoring the Pittsburgh-New Castle-Weirton, PA-OH-WV metro in the Northeast.

Metro area
Pittsburgh-New Castle-Weirton, PA-OH-WV
Region
Northeast
County
ALLEGHENY
Address
317 E Carson St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth