Astravia Family Wealth Office LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Astravia Family Wealth Office LLC is a newly registered investment adviser that states it serves individuals and high‑net‑worth clients, trusts and estates, pension and profit‑sharing plans, and various business entities. Its principal offerings include comprehensive portfolio management (covering individual stocks, bonds, ETFs, options and mutual funds), retirement plan consulting for employer plan sponsors, and referrals/selection services for third‑party money managers.
The firm describes an investment process that combines fundamental and technical analysis, quantitative techniques and Modern Portfolio Theory with an asset‑allocation orientation, using ETFs, mutual funds and individual securities as appropriate. It also implements portfolios through sub‑advisors when warranted and emphasizes ongoing due diligence, continuous monitoring and periodic rebalancing, with individualized advice for portfolio clients and more general guidance for retirement plan engagements.
What distinguishes the firm relative to many peers in its category is its explicit focus on pension/retirement plan consulting and on selecting and monitoring other advisers — services that the brochure highlights as part of its core practice despite the firm’s recent registration and lack of initial assets. The brochure also notes that representatives sell insurance products and that the firm does not act as a private‑fund adviser, points that affect the range of services offered and potential conflicts compared with other firms.
Client services
Expertise
Fee options
$0+: up to 2.00% annually for Comprehensive Portfolio Management $0+: up to 1.00% annually for Retirement Plan Consulting
Main office
840 Apollo St, Suite 321
El Segundo CA 90245
Advisors at this office
4
Most active in
Arizona · California · Kentucky
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Kimberly J
Series 63, Series 65, Series 66
El Segundo, CA
Astravia Family Wealth Office LLC
Kimberly Jones is a financial advisor at Astravia Family Wealth Office LLC with 13 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Her prior experience includes roles at Wells Fargo Clearing, Wells Fargo Bank, and Wells Fargo Investments, as well as a substantial period as a homemaker. Astravia Family Wealth Office LLC serves individuals, high-net-worth clients, trusts and estates, pension and profit-sharing plans, and various business entities. The firm offers comprehensive portfolio management, retirement plan consulting, and third-party money manager selection, utilizing a combined investment approach that incorporates fundamental and technical analysis, quantitative techniques, and Modern Portfolio Theory.
Carl M
Series 63, Series 65
El Segundo, CA
Astravia Family Wealth Office LLC
Carl Montgomery is a financial advisor with Astravia Family Wealth Office LLC, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. His prior experience includes roles at Wells Fargo Clearing, Wells Fargo Advisors, LLC, and Morgan Stanley. Astravia Family Wealth Office LLC serves individuals, high-net-worth clients, trusts and estates, pension and profit-sharing plans, and various business entities. The firm offers comprehensive portfolio management, retirement plan consulting, and third-party money manager selection, combining fundamental and technical analysis with quantitative techniques and Modern Portfolio Theory in its investment approach.
Eugene Y
Series 63, Series 65
El Segundo, CA
Astravia Family Wealth Office LLC
Eugene Yahiku is a financial advisor at Astravia Family Wealth Office LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Astravia in 2026, he worked for Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2026. Astravia Family Wealth Office LLC serves individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and various business entities. The firm offers comprehensive portfolio management and retirement plan consulting, combining fundamental and technical analysis, quantitative techniques, and Modern Portfolio Theory in its investment approach.
John S
Series 66
El Segundo, CA
Astravia Family Wealth Office LLC
John Sheehan is a financial advisor with Astravia Family Wealth Office LLC who holds a Series 66 designation and has 24 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Morgan Stanley. Outside of his advisory work, he owns a personal training business. Astravia Family Wealth Office LLC serves individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and various business entities. The firm offers comprehensive portfolio management and retirement plan consulting, combining fundamental and technical analysis with quantitative techniques and Modern Portfolio Theory.
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