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 that operates as a limited liability company and is SEC registered (2023). The firm serves individual and family clients and describes itself as a capital allocator. Its advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting, and selection of other advisers. Fee arrangements include a percentage-of-AUM component as well as hourly and fixed-fee options. Astra does not identify as an active ESG investor and is not registered as a multi-state adviser. The firm lists an industry affiliation with an insurance company.
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
2 of 2
Bradley Vineyard
CEO & PartnerCRD 4181798
Owen Mccabe
Chief Compliance Officer & Executive Vice PresidentCRD 5859034
Contacts
3 of 12
Steven Zurlis
Executive Director & PartnerCRD 4024067
Gail Carrion
Director, Wealth PlanningCRD 3264148
John Darden
PartnerCRD 6484538
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 153Active vs passive
$362M in ETFs
70%
$254M
15%
$108M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $52.5M | 70,359 | 14.52% |
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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