Astra Wealth Management Group
Firm details
- Headquarters
- Plano, Texas
- CRD number
- 326006
- Registered since
- May 15, 2023
- Website
- www.astrawmg.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI82.66%
- Individuals17.34%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Astra Wealth Management Group is an independent registered investment adviser organized as an LLC. The firm registered with the SEC in 2023 and primarily serves individual and family clients. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and the selection of other advisers; the firm also identifies itself as a capital allocator. Compensation is mixed: percentage-of-AUM billing alongside hourly and fixed-fee arrangements. Astra reports an affiliation with an insurance company and does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities43%
- Public Funds/Mutual Funds25%
- Cash & Cash Equivalents16%
- State & Local Bonds10%
- Private Funds4%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 169Active vs passive
$373M in ETFs
68%
$252M
18%
$121M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $54.8M | 71,875 | 14.70% |
Location
Plano, TX
Collin
Location
Plano, TX
Headquartered in Plano, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Collin
- Address
- 5700 Granite Pkwy
- Time zone
- CT (UTC-6)
- Office locations
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