$5.7M Total AUM
$5.7M Disc. AUM
-- 3Y CAGR
1 Employees
8 ADV. Clients
1 yrs Firm Age
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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- Pathway
- Established Date
- 04-15-2025
- Office Locations
- 1
Office Locations
-- Escondido CA
About Astra Wealth Management LLC
Astra Wealth Management LLC is a Escondido-based RIA. The firm has been operating for 1 years. Managing $5.7M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Truist Bank. Services offered include Asset Management, Charitable Giving, Equity Compensation.
Team overview
-- AVG AGE
$5.7M AVG AUM / ADVISOR
$717.8K AVG AUM / CLIENT
1.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Peak Foundation Pathway vital Ember
Client Personas
Ember eagle Bridge
Custodian
Optima Legacy
Fund Managers
Pathway
Investment Themes
Momentum Capital momentum Harbor Vector Pathway catalyst
Investment Vehicles
Prime
Services
Signal catalyst North Quantum glacier Matrix Insight Atlas Element Crest Insight eagle Prime north
Technology
Optima
Owner & Executives
Jake James Taylor
Chief Compliance Officer, Owner
- CRD
- #7484437
- Ownership
- 75% or more
(618) 888-8064
pioneer.beacon@frontiercapital.com
in linkedin.com/in/element-delta
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,742,482 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,742,482 | -- |
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Separately Managed Accounts
Total SMA Asset: $5,742,482
Public Funds:
18.0% Equity - Exchange:
44.8% Cash:
37.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $516,138,825 | 18.0% |
| Equity - Exchange | $1,284,612,187 | 44.8% |
| Cash | $1,066,686,905 | 37.2% |
| Total | $2,867,437,917 | 100.0% |