A complete list of active advisors currently associated with Astra Wealth Management LLC
Warmer can help you find a great advisor at Astra Wealth Management LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Astra Wealth Management 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.
Name |
Location |
Years of experience |
|---|---|---|
Escondido, CA
| 4
|
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