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ASTORIA STRATEGIC WEALTH, INC.
CRD 113510File 801-101469
APPROVED
Retail clients
Filing as of Jul 23, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$482.5M
Above cohort median (national)
Discretionary AUM
$424.0M
Non-discretionary $58.5M
Clients
177
1,021 accounts
Employees
7
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Jul 15, 2015
- Principal office
- Not reported
- Phone
- 888.321.7374
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $482.5M
- Discretionary AUM
- $424.0M
- Non-discretionary AUM
- $58.5M
- Discretionary accounts
- 912
- Non-discretionary accounts
- 109
- Total accounts
- 1,021
- AUM per client
- $2.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 122 | $451.6M |
| Pension and profit sharing plans | 2 | $5.8M |
| Individuals (other than high net worth individuals) | 53 | $25.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.