Astra Wealth Partners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$217,821,306
Clients
137
Advisors
3
of 3 employees
About
Astra Wealth Partners serves individual clients, including high-net-worth individuals, as well as employer-sponsored retirement plans, corporations, and foundations with a mix of wealth management, portfolio management, financial planning, and employee benefit plan services. The firm also provides sub‑advisory services to other registered investment advisers and can facilitate tax return preparation through an affiliated tax entity.
The firm’s investment approach emphasizes strategic asset allocation informed by academic evidence, diversification, tax efficiency, and cost monitoring, combining passive with fundamental, technical, and quantitative analysis. Portfolios are typically constructed from institutional mutual funds, ETFs, individual equities and bonds, and, when appropriate for a client’s circumstances, may include alternatives, options strategies, and use of outside managers.
Astra is distinctive for operating and advising a private pooled vehicle, the Astra Enhanced US Equity Fund LP, for which it serves as investment manager and whose general partner is an affiliated entity; that fund trades ETFs, options, and equities and pays the affiliate a performance allocation subject to a hurdle and high-water mark. The firm’s role as a private fund adviser and sponsor, its use of derivatives and options in its pooled vehicle strategy, its sub‑advisory relationships with other RIAs, and its affiliated tax-preparation business are less common characteristics for firms of its size.
Client services
Expertise
Occupation focus
Fee options
Fixed annual fees for financial planning services, prorated and billed quarterly
$0.00 - $3,000,000.00: 0.90% (90 basis points) $3,000,000.01+: 0.50% (50 basis points)
Up to $500 per hour for financial consulting services
20% performance allocation on profits of Astra Enhanced US Equity Fund LP with high-water mark and S&P 500 hurdle
Minimum fee: Minimum annual fee based on complexity starting at $7,200 Fee-only: Fixed annual fees for financial planning and portfolio management services, determined based on complexity and assets; fixed consulting fees up to $500/hour
Main office
101 Hudson Street, Suite 2100
Jersey City NJ 07302
Advisors at this office
3
Most active in
Florida · New Jersey · New York · Texas
Also doing business as
Astra Wealth Partners · Astra Wealth Partners LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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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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.
Advisors at this firm
Kevin P
CFP®, Series 65
Jersey City, NJ
Astra Wealth Partners
Kevin Peacock is a CFP® and Series 65-registered financial advisor with nine years of industry experience. He is a managing member and investment adviser representative at Astra Wealth Partners and Astra Capital Management, where he has worked since 2016. In addition to his advisory roles, he owns and manages Astra Tax Partners, LLC, providing tax return preparation and consulting services. Astra Wealth Partners offers wealth management, portfolio management, financial planning, and project-based consulting to individuals, retirement plans, corporations, and charities. The firm employs a strategic asset allocation approach combining passive and active techniques, with a focus on tax efficiency and cost management, and operates a private pooled investment vehicle alongside affiliated tax services.
Michael S
CFP®, Series 65
Jersey City, NJ
Astra Wealth Partners
Michael Schupak is a CFP® and Series 65 credentialed advisor at Astra Wealth Partners with 11 years of industry experience. He has served as managing member, chief compliance officer, and investment adviser representative at both Astra Wealth Partners and Schupak Financial Advisors, LLC. He is based in Jersey City, NJ. Astra Wealth Partners serves individual clients, including high-net-worth individuals, as well as employer-sponsored retirement plans, corporations, and foundations. The firm’s investment approach combines strategic asset allocation with passive and active management techniques and is notable for managing a private pooled vehicle that utilizes ETFs, options, and equities.
Wylie W
Series 65
Jersey City, NJ
Astra Wealth Partners
Wylie Wang is a financial advisor at Astra Wealth Partners with four years of industry experience. He holds a Series 65 designation and previously worked at Schupak Financial Advisors, HubSpot, Amazon, and the University of Virginia. Astra Wealth Partners serves individual clients, including high-net-worth individuals, as well as employer-sponsored retirement plans, corporations, and foundations. The firm’s investment approach combines strategic asset allocation with passive and active strategies, utilizing institutional funds, equities, bonds, and alternatives when appropriate.
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