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Astra Prime Wealth Management

Astra Prime Wealth Management. CRD 333432

Astra Prime Wealth Management logo

CRD: 333432

Astra Prime Wealth Management

Pittsburgh, PA, 15219
4122744000
astraprime.com
$47.2M Total AUM
$47.2M Disc. AUM
-- 3Y CAGR
5 Employees
14 ADV. Clients
1 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Goldman Sachs · Interactive Brokers · PNC
Clients
Retail and Institutional
Platforms
Ridge timberWave +more
Established Date
11-27-2024
Office Locations
3

Office Locations

317 East Carson Street Suite 146 Pittsburgh PA
-- Arlington VA
-- Pittsburgh PA

About Astra Prime Wealth Management

Astra Prime Wealth Management is a Pittsburgh-based wealth manager serving retail clients with portfolio construction, asset allocation, risk management and planning needs such as business succession and insurance. Portfolios are ETF-centric, and the firm provides client reporting via a Black Diamond portal. Leadership includes Managing Director Ryan Labriola and Director/CCO Sam Childs.

Team overview

-- AVG AGE
$11.8M AVG AUM / ADVISOR
$3.4M AVG AUM / CLIENT
1 yrs AVG TENURE
5 Employees
4 Advisory Reps
4 RIA Reps
1yrs Firm Age

Insights

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Accredited Investors

Peak eagle

Asset Classes

Optima glacier Foundation

Custodian

Pathway ember Capital prime Element eagle Optima pathway Optima Meridian Radial Meridian Delta Oak Pioneer bridge Oak Foundation Summit prime Eagle Focus peak

Investment Themes

Delta Signal vertex Zenith

Investment Vehicles

Value

Platform

Focus North summit Momentum Meridian

Services

Timber signal Pioneer Pioneer momentum Vertex

Technology

Matrix wave Unison Alpha Harbor

Owner & Executives

S

Samuel Asato Childs

Chief Compliance Officer, DIRECTOR

CRD
#7569907
Ownership
Less than 5%
(469) 488-3277
element.harbor@catalystcapital.com
in linkedin.com/in/value-peak
R

Ryan Samuel Labriola

Managing Director

CRD
#7993953
Ownership
Less than 5%
(771) 800-8540
signal.beacon@atlascapital.com
in linkedin.com/in/vertex-pathway

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Contacts

M

Michael DeGregorio

--

CRD
#8147975
(562) 670-5935
zenith.horizon@unisoncapital.com
in linkedin.com/in/fusion-matrix
J

Jacob William Kaufmann

--

CRD
#8264488
(855) 966-5772
zenith.quantum@vectorcapital.com
in linkedin.com/in/focus-harbor

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $47,190,000 --
Non-Discretionary $0 --
Total $47,190,000 --

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Separately Managed Accounts

Total SMA Asset: $47,190,000

$47.2M Total SMA
Equity - Exchange:
27.1%
U.S. Government/Agency:
45.4%
Cash:
27.5%
Asset class Assets Assets %
Equity - Exchange $1,997,028,033 27.1%
U.S. Government/Agency $3,345,574,638 45.4%
Cash $2,026,504,461 27.5%
Total $7,369,107,132 100.0%

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