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ASTRA WEALTH PARTNERS
Legal name: ASTRA WEALTH PARTNERS LLC
CRD 321136File 801-125765
APPROVED
Retail clients
Custody
Filing as of Mar 25, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$268.4M
Below cohort median (national)
Discretionary AUM
$263.0M
Non-discretionary $5.5M
Clients
138
578 accounts
Employees
3
Below cohort median in NJ
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- May 27, 2022
- Principal office
- 101 HUDSON STREET, SUITE 2100, JERSEY CITY, NJ, 07302
- Phone
- 800-805-8740
- Website
- https://www.astrawp.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $268.4M
- Discretionary AUM
- $263.0M
- Non-discretionary AUM
- $5.5M
- Discretionary accounts
- 575
- Non-discretionary accounts
- 3
- Total accounts
- 578
- AUM per client
- $1.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $8K |
| Charitable organizations | Fewer than 5 | $178K |
| Other investment advisers | Fewer than 5 | $46.1M |
| High net worth individuals | 59 | $181.2M |
| Pooled investment vehicles | 1 | $4.3M |
| Individuals (other than high net worth individuals) | 78 | $36.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 126 | 138 | increased by12 |
| Apr 1, 2026 | AUM | $204,106,871 | $268,442,170 | increased by$64,335,299 |
| Apr 1, 2026 | Accounts | 511 | 578 | increased by67 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 4 | 3 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 97 | 126 | increased by29 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $101,668,689 | $204,106,871 | increased by$102,438,182 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 406 | 511 | increased by105 |
| Aug 1, 2022 | Registration | APPROVED-120 | APPROVED | |
| Aug 1, 2022 | AUM | $0 | $101,668,689 | increased by$101,668,689 |
| Aug 1, 2022 | Accounts | 0 | 406 | increased by406 |
| Jun 1, 2022 | Registration | — | APPROVED-120 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ASTRA WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ASTRA WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.