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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 Aug 17, 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

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 typeClientsAUM
OtherFewer than 5$8K
Charitable organizationsFewer than 5$178K
Other investment advisersFewer than 5$46.1M
High net worth individuals59$181.2M
Pooled investment vehicles1$4.3M
Individuals (other than high net worth individuals)78$36.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • 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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.