A complete list of active advisors currently associated with Astra Wealth Partners

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

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.

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