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Astra Wealth Management Group

Astra Wealth Management Group. CRD 326006

Astra Wealth Management Group logo

CRD: 326006

Astra Wealth Management Group

Plano, TX, 75024
9723278820
www.astrawmg.com
$1.6B Total AUM
$1.5B Disc. AUM
-- 3Y CAGR
17 Employees
965 ADV. Clients
3 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Fidelity/NFS
Clients
Retail
Platforms
Oak
Established Date
05-15-2023
Office Locations
1

Office Locations

5700 Granite Parkway Suite 330 Plano TX

About Astra Wealth Management Group

Astra Wealth Management Group is an independent RIA serving affluent families and multigenerational wealth, plus emerging affluent "Astra STARs" (six-figure income or net worth) clients. Offers comprehensive wealth management and dedicated fiduciary services, including personal trustee, executor, and trust asset management. Investment implementation frequently uses ETFs. Primary custodians include Schwab and Fidelity/NFS.

Team overview

31 AVG AGE
$130.7M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
2.4 yrs AVG TENURE
17 Employees
12 Advisory Reps
12 RIA Reps
3yrs Firm Age

Insights

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Asset Classes

Vertex fusion Vital Ember frontier

Client Personas

Radial Focus zenith

Custodian

Signal Pathway

Investment Themes

Pathway wave Insight

Investment Vehicles

Value quantum

Platform

Vital bridge

Services

Signal Meridian Focus Timber value Atlas timber Wave summit Catalyst beacon Focus Matrix Oak glacier Meridian

Technology

Crest oak

Owner & Executives

G

GAIL CARRION

Partner

CRD
#3264148
Ownership
Less than 5%
(866) 883-5235
delta.optima@pathwaycapital.com
in linkedin.com/in/oak-alpha
J

JOHN RANDALL DARDEN

PARTNER, Vice President

CRD
#6484538
Ownership
Less than 5%
(611) 226-7641
pathway.summit@insightcapital.com
in linkedin.com/in/eagle-eagle
O

Optima delta

Catalyst vertex catalyst

CRD
#51945
Ownership
43.1%
(272) 368-3121
radial.ember@embercapital.com
in linkedin.com/in/horizon-alpha

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Contacts

B

Brandon James Anderson

--

CRD
#7195101
(221) 392-4861
value.radial@summitcapital.com
in linkedin.com/in/value-atlas
MADISON DAY BROYLES

MADISON DAY BROYLES

Private Wealth Advisor

CRD
#6192899
(819) 894-8025
value.optima@deltacapital.com
in linkedin.com/in/foundation-insight
R

Ridge crest

Signal element

CRD
#68829
(806) 795-4140
signal.signal@quantumcapital.com
in linkedin.com/in/oak-crest

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
09-28-2023
10-14-2024
12-02-2025
06-16-2026
Category Assets AVG. Account size
Discretionary $1,522,640,926 $540,519
Non-Discretionary $45,170,603 $1,737,331
Total $1,567,811,529 $551,464

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Separately Managed Accounts

Total SMA Asset: $1,567,811,529

$1.6B Total SMA
Equity - Exchange:
18.7%
Public Funds:
20.5%
Cash:
22.3%
Municipal Bonds:
10.3%
Private Funds:
9.0%
Corporate - Investment Grade:
11.1%
U.S. Government/Agency:
8.1%
Asset class Assets Assets %
Equity - Exchange $1,456,333,543 18.7%
Public Funds $1,596,515,382 20.5%
Cash $1,736,697,220 22.3%
Municipal Bonds $802,151,631 10.3%
Private Funds $700,909,192 9.0%
Corporate - Investment Grade $864,454,670 11.1%
U.S. Government/Agency $630,818,273 8.1%
Total $7,787,879,911 100.0%

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