Astravia Family Wealth Office LLC

RIASEC Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
5
Advisory reps
4

Firm details

Headquarters
El Segundo, California
CRD number
342263
Registered since
July 21, 2026
Fee structure
Percentage of AUM
Services
Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Astravia Family Wealth Office LLC is a recently formed limited liability company that registered with the SEC in 2026. The firm bills itself as a capital allocator and operates on a percentage-of-AUM fee model. Its stated advisory services include portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting services, and the selection of other advisers. The firm is not identified as an active ESG investor and is not set up as a multi-state adviser.

Assets & Accounts

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

Owners & executives

1 of 1
  • Eugene Yahiku

    Chief Compliance OfficerCRD 5507027

Contacts

3 of 3
  • John Sheehan

    FounderCRD 4491043

  • Carl Montgomery

    Financial AdvisorCRD 1370891

  • Kimberly Jones

    Kimberly Jones

    Senior Portfolio ManagerCRD 2565969

Wealth teams

FINTRX

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

El Segundo, CA

Los Angeles

Location

El Segundo, CA

Headquartered in El Segundo, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Los Angeles
Address
840 Apollo St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth