Astra Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Astra Wealth Management LLC provides discretionary investment management and financial planning primarily for high-net-worth individuals, trusts, estates, non-profit organizations, and business entities. The firm offers both ongoing and project-based financial planning, business- and estate-planning consultations, and can monitor and make recommendations for held-away accounts as part of its advisory services.
The firm documents client objectives in an Investment Policy Statement and applies Modern Portfolio Theory to construct diversified portfolios, favoring “passive but not indexed” mutual funds and ETFs while permitting active strategies when appropriate. Portfolios are managed with a long-term orientation, periodic rebalancing, and options for socially responsible (ESG) screening and multigenerational planning where requested.
Astra is a small, fee-only independent adviser with roughly $5.74 million in assets under management across seven client relationships, a scale that aligns its practice toward concentrated, higher-net-worth engagements rather than mass-market individual investors. Noteworthy features include its explicit focus on multigenerational and business-owner planning, its practice of incorporating held-away account monitoring into total-advice relationships, and its use of an institutional digital custody platform to support client account administration.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
$0 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.50% $10,000,001+: 0.25%
$500 per hour for project-based financial planning
Ongoing financial planning fees range from $800 to $12,500 per quarter
Minimum fee: Minimum quarterly fee of $1,250 ($5,000 annually) Fee-only: Fee-only firm; no commissions or sales-related compensation
Main office
Escondido CA
Advisors at this office
1
Most active in
California · Idaho
Disclosures
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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.
Forms ADV
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