# Astra Wealth Partners

> 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.

- CRD: 321136
- Filed as: ASTRA WEALTH PARTNERS
- Legal name: Astra Wealth Partners LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Jersey City, NJ
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/321136
- AdvisorCensus page: https://advisorcensus.com/firm/astra-wealth-partners-jersey-city-nj-321136

## Quick answers

**How 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

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

### Fees and minimums (Form ADV Part 2A brochure dated March 25, 2026)

- Account minimum: None (the brochure says it may be waived or negotiated)

> 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)

> 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 brochure. Fees can differ by service and may be negotiable.

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

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: $268,442,170
- Discretionary: $262,956,538
- Non-discretionary: $5,485,632

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 78 | $36,614,620 |
| High net worth individuals | 59 | $181,206,686 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $4,319,166 |
| Charitable organizations | Fewer than 5 | $177,548 |
| Other investment advisers | Fewer than 5 | $46,116,580 |
| Corporations or other businesses not listed above | Fewer than 5 | $7,570 |

### 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)

### Firm details
- Registered since: 2022 (4 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NJ, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- New York, NY

### Websites listed on Form ADV (Item 1.I)
- [astrawp.com](https://astrawp.com)
- [feeonlynetwork.com/financial-advisor/kevin-peacock](https://feeonlynetwork.com/financial-advisor/kevin-peacock)
- [feeonlynetwork.com/financial-advisor/michael-schupak](https://feeonlynetwork.com/financial-advisor/michael-schupak)
- [napfa.org/firm/39028/24316](https://napfa.org/firm/39028/24316)
- [xyplanningnetwork.com/advisors/michael-schupak-cfp](https://xyplanningnetwork.com/advisors/michael-schupak-cfp)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $101,668,689 | 4 | August 19, 2022 |
| October 2023 | $116,265,197 | 4 | January 30, 2023 |
| October 2024 | $162,090,303 | 4 | January 25, 2024 |
| October 2025 | $204,106,871 | 4 | March 20, 2025 |
| October 2026 | $268,442,170 | 3 | March 25, 2026 |

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.

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Astra Wealth Partners (CRD 321136): Form ADV filing data as of October 2026.