Firm profile

ASTRA WEALTH PARTNERS

JERSEY CITY, NJCRD 321136Latest ADV March 25, 2026

Astra Wealth Partners is an SEC registered investment adviser organized as a limited liability company with a primary office location in Jersey City, NJ. Its latest Form ADV filing, dated March 25, 2026, reports $268M in regulatory assets under management, 3 employees, 1 office, and 578 accounts.

Assets Under Management
$268M
Employees
3
Offices
1 office
Total Clients
138
Primary office
JERSEY CITY, NJ
101 HUDSON STREET, SUITE 2100, JERSEY CITY, NJ, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOMichael F. Schupak

Advisory services offered

5 types reported
Financial Planning Services
Pension consulting services
Portfolio management for individuals and small businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 56.5% of total clients.
Top client categories% of clientsClients
1
Individuals
56.5%
78
2
HNWI
42.8%
59
3
Pooled Investment Vehicles
0.7%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Other investment advisers<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$268Mas of March 25, 2026
Discretionary98.0%
$263M
98% of total RAUM98.0%
Non-discretionary2.0%
$5M
2% of total RAUM2.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$268M
Total Accounts578
10Y AUM Change+$268M

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees3
Clients per Employee46:1
10Y Employee Change-1 (-25.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.