A complete list of active advisors currently associated with Astra Prime Wealth Management

Warmer can help you find a great advisor at Astra Prime Wealth Management or one who fits your needs even better.

Astra Prime Wealth Management is a state-registered investment adviser that provides fee-based, custom investment management and related advisory services to individuals, trusts, estates, charitable organizations, and business entities. The firm’s client base is concentrated among high-net-worth individuals and does not include individual non-high-net-worth retail clients. The firm pursues a tactical allocation approach and uses a mix of fundamental, technical, and cyclical analysis across discretionary and non-discretionary mandates, implementing long- and short-term trades, margin, and option strategies. Astra Prime emphasizes active risk management and may use cash positions as hedges and derivatives in separately managed accounts as part of its investment process. Distinctive features include a small, recently established advisory team managing approximately $68 million for a limited number of clients, and leadership with backgrounds in banking, structured finance risk, and technology. Astra Prime also offers performance-based fee arrangements for qualified clients and maintains written proxy voting and compliance procedures to address the conflicts those arrangements can create.

To learn more about the advisors currently working at Astra Prime Wealth Management, 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.