# Astoria Portfolio Advisors LLC

> Astoria Portfolio Advisors LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2020, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated September 9, 2026.

- CRD: 288271
- Filed as: ASTORIA PORTFOLIO ADVISORS LLC
- Also doing business as: COROMANDEL WEALTH STRATEGIES, ORION WEALTH ADVISORS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: September 9, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/288271
- AdvisorCensus page: https://advisorcensus.com/firm/astoria-portfolio-advisors-llc-new-york-ny-288271

## Quick answers

**How is Astoria Portfolio Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Astoria Portfolio Advisors LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Astoria Portfolio Advisors LLC charge?**
Its Form ADV Part 2A brochure dated March 31, 2026 states: Flat fee: $300 to $50,000 (creating client financial plans). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Astoria Portfolio Advisors LLC located?**
Astoria Portfolio Advisors LLC's principal office is in New York, NY, according to its Form ADV; the October 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Astoria Portfolio Advisors LLC registered with the SEC or a state?**
Astoria Portfolio Advisors LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 288271.

**How much does Astoria Portfolio Advisors LLC manage?**
Astoria Portfolio Advisors LLC reports $977,614,793 in regulatory assets under management in its Form ADV filing dated September 9, 2026 (100% discretionary).

**How have Astoria Portfolio Advisors LLC's assets and staff changed since 2021?**
In the Form ADV data for Astoria Portfolio Advisors LLC: Regulatory assets under management: $149,174,992 in the October 2021 data and $977,614,793 in the October 2026 data, up 555%. Total employees: 4 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Astoria Portfolio Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (61); high net worth individuals (29); other investment advisers (27).

**Which custodians does Astoria Portfolio Advisors LLC use?**
Astoria Portfolio Advisors LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Astoria Portfolio Advisors LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/288271

**Does Astoria Portfolio Advisors LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 31, 2026 says: "There is generally no minimum amount that clients must deposit to invest with APA." "APA does not impose a minimum portfolio size or a minimum initial investment to open an account."

**What changed in Astoria Portfolio Advisors LLC's recent Form ADV filings?**
In the October 2026 filing data: Registered or notice-filed in WA.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Account minimum: None

> There is generally no minimum amount that clients must deposit to invest with APA.

> APA does not impose a minimum portfolio size or a minimum initial investment to open an account.

- Minimum annual fee: $1,500

> APA does impose a minimum fee per account typically around $1,500 per year. In certain instances, this minimum fee may be waived.

- Flat fee: $300 to $50,000 (creating client financial plans)

> Financial Planning Fees: Fixed Fees - The rate for creating client financial plans is between $300 and $50,000.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $977,614,793
- Discretionary: $975,428,676
- Non-discretionary: $2,186,117

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 61 | $19,887,770 |
| High net worth individuals | 29 | $80,803,514 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 4 | $437,710,000 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 27 | $424,207,706 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 2 | $15,005,803 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (and business development companies)
- Educational seminars/workshops

### Firm details
- Registered since: 2020 (6 years)
- Employees: 9 total, 9 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, CT, FL, GA, IL, MA, MD, NC, NH, NJ, NY, OH, PA, SC, TX, VA, VT, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Lexington, MA

### Websites listed on Form ADV (Item 1.I)
- [astoriaadvisors.com](https://astoriaadvisors.com)
- [coromandelwealth.com](https://coromandelwealth.com)
- [orionwealthadvisors.com](https://orionwealthadvisors.com)
- Facebook @AstoriaAdvisors
- Instagram @astoriaadvisors
- LinkedIn @astoria-portfolio-advisors
- X @ASTORIAADVISORS

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $149,174,992 | 4 | July 27, 2021 |
| October 2022 | $178,730,070 | 6 | June 15, 2022 |
| October 2023 | $313,074,442 | 6 | May 16, 2023 |
| October 2024 | $504,151,448 | 6 | March 15, 2024 |
| October 2025 | $698,759,657 | 7 | June 25, 2025 |
| October 2026 | $977,614,793 | 9 | September 9, 2026 |

Regulatory assets under management: $149,174,992 in the October 2021 data and $977,614,793 in the October 2026 data, up 555%.
Total employees: 4 in October 2021 and 9 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Registered or notice-filed in WA.

### April 2026
- Employees performing advisory functions went from 7 to 9.
- Regulatory assets under management went from $698,759,657 to $977,614,793 (+40%).
- Added an office in Lexington, MA.
- Updated its list of owners and control persons (Schedule A).

### February 2026
- Registered or notice-filed in CO.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Astoria Portfolio Advisors LLC (CRD 288271): Form ADV filing data as of October 2026.