A complete list of active advisors currently associated with Astravia Family Wealth Office LLC

Warmer can help you find a great advisor at Astravia Family Wealth Office LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Astravia Family Wealth Office LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.