Astraea Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Astraea Wealth Management offers wealth management services to individuals, families, and small businesses, combining financial planning with either discretionary portfolio management or non‑discretionary investment consulting. The firm also provides standalone financial planning on an ongoing or project basis and assists clients with implementation when requested.
Its stated investment approach emphasizes asset allocation and long‑term, passive buy‑and‑hold strategies using mutual funds, ETFs and other publicly traded securities, guided by Modern Portfolio Theory and periodic rebalancing. The firm can act with discretion for managed accounts or provide non‑discretionary advice for held‑away assets, and it may incorporate third‑party research, model portfolios, and trading platforms into its process.
Noteworthy features in the brochure that distinguish it from many peers include offering multiple fee formats uncommon in this category (hourly and fixed project fees alongside asset‑based arrangements) and explicitly offering selection and due diligence of third‑party investment providers. The disclosure also indicates the firm was newly formed and reported no assets under management at the time of the brochure, that it currently does not intend to use outside managers, and that it does not act as a private‑fund adviser.
Client services
Expertise
Fee options
Fixed fee for one-time project-based financial planning services, negotiable and based on complexity.
$0 - $750,000: 1.25% $750,000.01 - $2,000,000: 1.00% $2,000,000.01 - $5,000,000: 0.75% $5,000,000.01+: 0.50%
Typically $300 per hour for hourly financial planning services.
Minimum fee: Fixed Annual Wealth Management Fee set at inception based on investable assets; typically reviewed every 2 years. Fee-only: Fixed fee for project-based financial planning services ranging typically from $3,000 to $20,000, plus an hourly fee of $300 for hourly planning services.
Main office
See officeByron Center MI
Advisors at this office
1
Most active in
Michigan · Virginia
Also doing business as
Astraea Wealth Management · Astraea Wealth Management, 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 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
Quick links
Advisors at this firm
Stephen W
CFP®, Series 65
Byron Center, MI
Astraea Wealth Management
Stephen Witte is a CFP® and holds a Series 65 registration with nine years of industry experience. He is currently associated with Astraea Wealth Management and Mission Driven Finance, where he serves as Senior Manager of Compliance for impact investing private funds. His prior experience includes roles at Equita Financial Network, Midwest Capital Advisors, and several real estate firms. Astraea Wealth Management provides wealth management services to individuals, families, and small businesses, focusing on financial planning combined with discretionary or non-discretionary investment consulting. The firm emphasizes asset allocation and long-term passive investment strategies, utilizing mutual funds, ETFs, and other publicly traded securities guided by Modern Portfolio Theory and periodic rebalancing.
Laura C
CFP®, Series 66
Reston, VA
Astraea Wealth Management
Laura Corbiani is a Certified Financial Planner (CFP®) with 11 years of experience in the financial services industry. She is currently with Astraea Wealth Management and has prior experience at firms including Midwest Capital Advisors and Merrill. Outside of her advisory work, she is the founder and artist of I Draw Your Story, a business creating custom visual artwork and illustrated storybooks. Astraea Wealth Management provides wealth management services to individuals, families, and small businesses, combining financial planning with discretionary portfolio management or non-discretionary investment consulting. The firm’s investment approach emphasizes long-term, passive buy-and-hold strategies guided by Modern Portfolio Theory and periodic rebalancing.
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