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- Custodian
- Charles Schwab & Company · City National Bank · Interactive Brokers · Tiaa
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 05-27-2022
- Office Locations
- 1
Office Locations
About Astra Wealth Partners
Astra Wealth Partners is a Jersey City, NJ RIA providing personalized, holistic wealth management for clients with complex equity compensation and employee benefits. The firm integrates proactive tax planning with strategic, tax-efficient portfolio management focused on optimizing risk-adjusted returns to each client’s objectives. Retirement planning is a core service, supported by an in-depth quantitative approach; custody includes Charles Schwab.
Reported data analysis
What the numbers show
Between August 27, 2025 and March 25, 2026, reported AUM increased 31.5%, from $204.1M to $268.4M.
Across 5 reported observations, AUM increased 164.0% between August 19, 2022 and March 25, 2026, from $101.7M to $268.4M.
Of the latest reported AUM, 98.0% is discretionary and 2.0% is non-discretionary.
The firm reports 3 advisory representatives and 140 clients, or 46.7 clients per representative. That equates to $1.9M in reported AUM per client.
The profile lists 1 reported office location and 4 years in operation. The source data was last updated on March 25, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- CRM
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Astra Wealth Partners record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Kevin Michael Peacock
Managing Member, Principal
- CRD
- #6610460
- Ownership
- 50% but less than 75%
MICHAEL FRANK SCHUPAK
Chief Compliance Officer, Managing Member, Principal
- CRD
- #6532943
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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Wylie Wang
Financial Planner
- CRD
- #7548323
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $262,956,538 | $457,316 |
| Non-Discretionary | $5,485,632 | $1,828,544 |
| Total | $268,442,170 | $464,433 |
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Separately Managed Accounts
SMA allocation detail is available
Astra Wealth Partners has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Astra Wealth Partners's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.