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ASTRA WEALTH MANAGEMENT GROUP

PLANO, TX · CRD 326006 · IAPD ↗ · 972-327-8820

$1.57BRegulatory AUM
12Advisory reps
17Employees
1Clients
11-25Planning clients
0Private funds
18States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

72
March 2026 — ASTRA WEALTH MANAGEMENT GROUP grew from 10 to 12 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
51
January 2026 — ASTRA WEALTH MANAGEMENT GROUP notice-filed in AZ, KS, UT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
March 2025 — ASTRA WEALTH MANAGEMENT GROUP added office(s): 0 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
72
March 2025 — ASTRA WEALTH MANAGEMENT GROUP reports 51-100 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
47
July 2024 — ASTRA WEALTH MANAGEMENT GROUP notice-filed in AR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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