Astra Wealth Management Group

RIASEC RegisteredEst. 2023
Total AUM
$1.6B
Discretionary
$1.5B
97% of AUM
Avg account
$551K
Accounts
2,843
Employees
17
Advisory reps
14

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

FINTRX

Overview

Astra Wealth Management Group is an independent registered investment adviser organized as an LLC and SEC-registered in 2023. The firm serves individuals and families and acts as a capital allocator, meaning it places client capital with third-party managers in addition to managing portfolios directly. Its advisory services include financial planning, portfolio management for individuals and small businesses, institutional or business portfolio management, pension consulting, and selecting other advisers. Compensation is a mix of AUM fees, hourly charges and fixed fees. The firm is not oriented toward ESG investing and is affiliated with an insurance company.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 43%, Public Funds/Mutual Funds 25%, Cash & Cash Equivalents 16%, State & Local Bonds 10%, Private Funds 4%, US Government Bonds 1%, Investment Grade Corp Bonds 1%43%
  • Exchange Traded Equities43%
  • Public Funds/Mutual Funds25%
  • Cash & Cash Equivalents16%
  • State & Local Bonds10%
  • Private Funds4%

Owners & executives

2 of 2
  • Bradley Vineyard

    Bradley Vineyard

    CEO & PartnerCRD 4181798

  • Owen Mccabe

    Owen Mccabe

    Chief Compliance Officer & Executive Vice PresidentCRD 5859034

Contacts

3 of 12
  • Steven Zurlis

    Steven Zurlis

    Executive Director & PartnerCRD 4024067

  • Gail Carrion

    Gail Carrion

    Director, Wealth PlanningCRD 3264148

  • John Darden

    John Darden

    PartnerCRD 6484538

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 143

Active vs passive

$295M in ETFs

Passive

71%

$210M

Active

16%

$84.5M

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$43.7M67,26114.85%
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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth