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Astra Wealth Partners

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Client assets under management

$217,821,306

More info

Clients

137

43% high-net-worth

Advisors

3

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

46

Typical

Average account size

$1,589,937

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

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Social Security optimization Equity compensation tax strategy Options & derivatives strategies Private / alternative investments

Occupation focus

Executive

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Fee options

Fixed

Fixed annual fees for financial planning services, prorated and billed quarterly

Percentage

$0.00 - $3,000,000.00: 0.90% (90 basis points) $3,000,000.01+: 0.50% (50 basis points)

Project-based

Up to $500 per hour for financial consulting services

Performance-based

20% performance allocation on profits of Astra Enhanced US Equity Fund LP with high-water mark and S&P 500 hurdle

Other

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 location

Astra Wealth Partners

101 Hudson Street, Suite 2100

Jersey City NJ 07302, United States

Number of offices

2

Most active in

More info

Florida · New Jersey · New York · Texas

Disclosures

More info

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

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 800-805-8740

Advisors at this firm

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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.

Social Security optimization Equity compensation tax strategy Options & derivatives strategies Private / alternative investments Executive
user avatar

Michael S

CFP®, Series 65

Jersey City, NJ

Astra Wealth Partners

Michael Schupak is a CFP® with 10 years of experience in financial advisory roles. He is currently with Astra Wealth Partners and has previously worked at Schupak Financial Advisors, LLC and Gilt Groupe Inc. He holds Series 65 registration and serves as Managing Member and Chief Compliance Officer at Astra Wealth Partners. Astra Wealth Partners provides 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 attention to tax efficiency, and it operates a private pooled investment vehicle alongside sub‑advisory and affiliated tax services.

Social Security optimization Equity compensation tax strategy Options & derivatives strategies Private / alternative investments Executive
user avatar

Wylie W

Series 65

Jersey City, NJ

Astra Wealth Partners

Wylie Wang is a financial advisor at Astra Wealth Partners with a Series 65 credential and three years of industry experience. Prior to joining Astra Wealth Partners in 2022, he worked at Schupak Financial Advisors LLC and held roles at HubSpot and Amazon. Astra Wealth Partners provides wealth management, portfolio management, financial planning, and project-based consulting to individuals, employer-sponsored retirement plans, corporations, and charities. The firm employs a strategic asset allocation approach using a combination of passive and active techniques, with attention to tax efficiency and costs, and offers additional services including sub-advisory relationships and affiliated tax consulting.

Social Security optimization Equity compensation tax strategy Options & derivatives strategies Private / alternative investments Executive
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