Astra Prime Wealth Management logo

Astra Prime Wealth Management

Updated today

Client AUM

$33,584,000

Clients

11

Advisors

5

across 2 offices

About

Astra Prime Wealth Management provides fee-based, custom investment management to a small, concentrated roster of primarily high-net-worth individuals and related entities such as trusts, estates, charitable organizations, and business clients. The firm manages roughly $47 million and delivers both discretionary and non-discretionary portfolio management rather than participating in wrap fee programs.

The firm’s investment approach centers on a tactical asset-allocation strategy intended to reduce risk and improve performance, using fundamental, technical, and cyclical analysis as appropriate. Astra Prime implements this approach with a range of techniques that include option strategies, covered option writing, short sales, margin trading, and the use of cash positions for hedging, and it reviews accounts on an ongoing basis to align portfolios with client objectives.

Astra Prime is atypical for a firm of its size in that it offers performance-based fee arrangements to qualified clients and applies a high-water mark and trading and suitability policies to address related conflicts of interest. As a recently formed, small advisory firm with a concentrated client base and principals who bring experience from larger financial and risk-management roles, it couples advanced trading strategies and performance-fee capability with a focus on HNW relationships rather than non‑high‑net‑worth retail clients.

Client services

Portfolio management

Expertise

Active portfolio management Tax-loss harvesting

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Fee options

Percentage

Up to 2.00% per annum depending on type, complexity and size (negotiable)

Project-based

Maximum hourly rate of $300, negotiable

Performance-based

Up to 20% of calendar year gains subject to high water mark and qualified client status

Other

Account minimum: $500,000

Main office

See office

317 East Carson Street, Suite 146

Pittsburgh PA 15219

Advisors at this office

4

Most active in

Pennsylvania · Virginia

Also doing business as

Astra Prime Wealth Management · Astra Prime Wealth Management, LLC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Michael D

Series 65

Pittsburgh, PA

Astra Prime Wealth Management

Michael De Gregorio is a financial advisor at Astra Prime Wealth Management with one year of industry experience. He holds a Series 65 designation and has previously worked in medical device sales and distribution with Axon Medical Inc., among other roles. De Gregorio’s background includes experience in diverse sectors such as automotive and healthcare. Astra Prime Wealth Management serves primarily high-net-worth individuals and related entities, offering fee-based, custom investment management with a tactical asset-allocation approach that employs advanced strategies including options and margin trading. The firm manages approximately $47 million and provides both discretionary and non-discretionary portfolio management.

Active portfolio management Tax-loss harvesting
user avatar

Samuel C

Series 63, Series 66

Pittsburgh, PA

Astra Prime Wealth Management

Samuel Childs is a financial advisor at Astra Prime Wealth Management with three years of industry experience. He has previously worked at Goldman Sachs Co, LLC and has held roles at EY and Tulane University. Outside of finance, he was involved with Pittsburgh Modular Synthesizers, LLC. Astra Prime Wealth Management provides fee-based investment management to primarily high-net-worth individuals and related entities. The firm employs a tactical asset-allocation strategy incorporating various techniques such as option strategies and margin trading, and it offers performance-based fee arrangements to qualified clients.

Active portfolio management Tax-loss harvesting
user avatar

Ryan L

Series 65

Pittsburgh, PA

Astra Prime Wealth Management

Ryan Labriola is a financial advisor at Astra Prime Wealth Management in Pittsburgh, PA, holding a Series 65 designation with one year of industry experience. His prior work includes roles at PNC Bank, the National Security Agency, and the Pittsburgh Penguins. He also spent five years at Carnegie Mellon University. Astra Prime Wealth Management is a state-registered investment manager serving pooled vehicles, institutional-style accounts, and a range of other clients. The firm employs a tactical allocation approach using fundamental, technical, and cyclical analysis, and incorporates a broad set of instruments including derivatives, offering both discretionary and non-discretionary management tailored to client objectives.

Active portfolio management Tax-loss harvesting
user avatar

Vasily P

Series 65

Pittsburgh, PA

Astra Prime Wealth Management

Vasily Potanin is a financial advisor at Astra Prime Wealth Management in Pittsburgh, PA, holding a Series 65 designation. He has been with Astra Prime since 2026 and has no prior industry experience before joining the firm. He attended Carnegie Mellon University and was a full-time student from 2016 to 2025. Astra Prime Wealth Management provides fee-based, custom investment management to a select group of primarily high-net-worth individuals and related entities. The firm employs a tactical asset-allocation strategy incorporating fundamental, technical, and cyclical analysis, and offers both discretionary and non-discretionary portfolio management with advanced trading techniques and performance-based fee arrangements.

Active portfolio management Tax-loss harvesting
user avatar

Jacob K

Series 65

Arlington, VA

Astra Prime Wealth Management

Jacob Kaufmann is a Series 65-credentialed advisor at Astra Prime Wealth Management with one year of industry experience. Prior to joining Astra Prime, he worked with Fairfax County Public Schools and has a background that includes operating Shield Squad Automotive LLC. He attended George Mason University from 2021 to 2025. Astra Prime Wealth Management provides fee-based, custom investment management primarily for high-net-worth individuals, trusts, estates, charitable organizations, and business clients. The firm employs a tactical asset-allocation strategy using fundamental, technical, and cyclical analysis and offers both discretionary and non-discretionary portfolio management, incorporating advanced trading techniques and performance-based fee arrangements for qualified clients.

Active portfolio management Tax-loss harvesting
View complete list of advisors at this firm
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