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Astra Wealth Partners
Filed as ASTRA WEALTH PARTNERS · Legal name Astra Wealth Partners LLC
Astra Wealth Partners is an SEC-registered investment advisory firm in Jersey City, NJ, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 25, 2026.
Quick answers
From the filingHow is Astra Wealth Partners compensated?
On its Form ADV (Item 5.E, October 2026), Astra Wealth Partners reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees.
How much does Astra Wealth Partners charge?
Its Form ADV Part 2A brochure dated March 25, 2026 states: Hourly rate: up to $500 an hour (one-time, project-based financial consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Astra Wealth Partners located?
Astra Wealth Partners' principal office is in Jersey City, NJ, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).
Is Astra Wealth Partners registered with the SEC or a state?
Astra Wealth Partners is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 321136.
How much does Astra Wealth Partners manage?
Astra Wealth Partners reports $268,442,170 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (98% discretionary).
How have Astra Wealth Partners' assets and staff changed since 2022?
In the Form ADV data for Astra Wealth Partners: Regulatory assets under management: $101,668,689 in the October 2022 data and $268,442,170 in the October 2026 data, up 164%. Total employees: 4 in October 2022 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Astra Wealth Partners serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (78); high net worth individuals (59); pooled investment vehicles (other than investment companies and business development companies) (1).
Which custodians does Astra Wealth Partners use?
Astra Wealth Partners' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does Astra Wealth Partners 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/321136
Does Astra Wealth Partners state an account minimum?
Its Form ADV Part 2A brochure dated March 25, 2026 says: "We do not impose a minimum account size or minimum amount of investable assets. However, we do impose a minimum annual fee. We reserve the right to waive or reduce this minimum annual fee at our discretion."
What changed in Astra Wealth Partners' recent Form ADV filings?
In the April 2026 filing data: Regulatory assets under management went from $204,106,871 to $268,442,170 (+32%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies; see the brochure for them.
Account minimum: None (the brochure says it may be waived or negotiated)
The brochure's wording
We do not impose a minimum account size or minimum amount of investable assets. However, we do impose a minimum annual fee. We reserve the right to waive or reduce this minimum annual fee at our discretion.
Hourly rate: up to $500 an hour (one-time, project-based financial consulting services)
The brochure's wording
For one-time, project-based financial consulting services, we charge up to $500 per hour, billed in 15-minute increments.
As stated in the firm's Form ADV Part 2A brochure dated March 25, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$268,442,170 as of October 2026, filing dated March 25, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Legal name
- Astra Wealth Partners LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2022 (4 years)
- Employees
- Total: 3. Performing investment advisory functions: 3.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- Other offices (Schedule D, Section 1.F)
-
1 other office, as of the April 2026 filing
- States registered or notice-filed
-
4 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $268,442,170 | 3 | March 25, 2026 |
| October 2025 | $204,106,871 | 4 | March 20, 2025 |
| October 2024 | $162,090,303 | 4 | January 25, 2024 |
| October 2023 | $116,265,197 | 4 | January 30, 2023 |
| October 2022 | $101,668,689 | 4 | August 19, 2022 |
Regulatory assets under management: $101,668,689 in the October 2022 data and $268,442,170 in the October 2026 data, up 164%.
Total employees: 4 in October 2022 and 3 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Regulatory assets under management went from $204,106,871 to $268,442,170 (+32%).
- December 2025
- Employees performing advisory functions went from 4 to 3.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Astra Wealth Partners (CRD 321136): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/astra-wealth-partners-jersey-city-nj-321136