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ASTRA WEALTH PARTNERS

JERSEY CITY, NJ · CRD 321136 · IAPD ↗ · feeonlynetwork.com · 800-805-8740

$268.4MRegulatory AUM
3Advisory reps
3Employees
2Clients
101-250Planning clients
1Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

64
April 2026 — ASTRA WEALTH PARTNERS reported RAUM up 32% ($204.1M -> $268.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
60
April 2025 — ASTRA WEALTH PARTNERS reported RAUM up 26% ($162.1M -> $204.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
58
February 2024 — ASTRA WEALTH PARTNERS reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
62
February 2024 — ASTRA WEALTH PARTNERS reported RAUM up 39% ($116.3M -> $162.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
65
February 2024 — ASTRA WEALTH PARTNERS now reports custody of client assets ($850,254).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
70
February 2024 — ASTRA WEALTH PARTNERS now reports 1 private fund(s) ($425,127 gross).
Firm reports private funds for the first time.
Fund administrationCompliance

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.