Byron Center, MI Office
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Astraea Wealth Management
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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.
Based on Astraea Wealth Management
Expertise
Based on Astraea Wealth Management
Location
Byron Center MI
Advisors at this office
1
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