Astra Wealth Management LLC

Astra Wealth Management LLC provides discretionary investment management and financial planning primarily for high-net-worth individuals, trusts, estates, non-profit organizations, and business entities. The firm offers both ongoing and project-based financial planning, business- and estate-planning consultations, and can monitor and make recommendations for held-away accounts as part of its advisory services.

The firm documents client objectives in an Investment Policy Statement and applies Modern Portfolio Theory to construct diversified portfolios, favoring “passive but not indexed” mutual funds and ETFs while permitting active strategies when appropriate. Portfolios are managed with a long-term orientation, periodic rebalancing, and options for socially responsible (ESG) screening and multigenerational planning where requested.

Astra is a small, fee-only independent adviser with roughly $5.74 million in assets under management across seven client relationships, a scale that aligns its practice toward concentrated, higher-net-worth engagements rather than mass-market individual investors. Noteworthy features include its explicit focus on multigenerational and business-owner planning, its practice of incorporating held-away account monitoring into total-advice relationships, and its use of an institutional digital custody platform to support client account administration.