This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 05-15-2023
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Between December 2, 2025 and June 16, 2026, reported AUM increased 20.3%, from $1.3B to $1.6B.
Across 4 reported observations, AUM increased 46.7% between September 28, 2023 and June 16, 2026, from $1.1B to $1.6B.
Of the latest reported AUM, 97.1% is discretionary and 2.9% is non-discretionary.
The firm reports 12 advisory representatives and 965 clients, or 80.4 clients per representative. That equates to $1.6M in reported AUM per client.
The profile lists 1 reported office location and 3 years in operation. The source data was last updated on June 16, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Astra Wealth Management Group's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full Astra Wealth Management Group record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
GAIL CARRION
Partner
- CRD
- #3264148
- Ownership
- Less than 5%
JOHN RANDALL DARDEN
PARTNER, Vice President
- CRD
- #6484538
- Ownership
- Less than 5%
Showing 2 of 8 owners & executives
Unlock allContacts
Brandon James Anderson
Financial Planner
- CRD
- #7195101
MADISON DAY BROYLES
Private Wealth Advisor
- CRD
- #6192899
Showing 2 of 14 contacts
Unlock allAssets Under Management
| 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 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Astra Wealth Management Group has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.