Astra Wealth Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, pension consulting, selecting other managers, education planning, estate planning, insurance, tax planning, and tax preparation. Financial planning was provided to 101–250 clients last fiscal year. The firm advises 1 private fund.
Astra Wealth Partners reports 138 clients. They include 78 individual clients, 59 high-net-worth individuals and 1 pooled investment vehicle. Of its assets, 98.0% ($263M across 575 accounts) are managed with discretion; $5.49M across 3 accounts are not. It advised 2 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 57% | 14% |
| High-net-worth individuals | 43% | 68% |
| Pooled investment vehicles | <1% | 2% |
| Charitable organizations | Fewer than 5 | <1% |
| Other investment advisers | Fewer than 5 | 17% |
| Other client typesCorporations and other businesses | Not reported | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 78 | $36.6M | 13.6% | $469K |
| High-net-worth individuals | 59 | $181M | 67.5% | $3.07M |
| Pooled investment vehicles | 1 | $4.32M | 1.6% | $4.32M |
| Charitable organizations | Fewer than 5 | $178K | 0.1% | — |
| Other investment advisers | Fewer than 5 | $46.1M | 17.2% | — |
| Corporations and other businesses | Fewer than 5 | $7.57K | 0.0% | — |
| Total | 138 | $268M | 100% | — |
- Clients
- 78
- Regulatory AUM
- $36.6M
- AUM share
- 13.6%
- Avg. per client
- $469K
- Clients
- 59
- Regulatory AUM
- $181M
- AUM share
- 67.5%
- Avg. per client
- $3.07M
- Clients
- 1
- Regulatory AUM
- $4.32M
- AUM share
- 1.6%
- Avg. per client
- $4.32M
- Clients
- Fewer than 5
- Regulatory AUM
- $178K
- AUM share
- 0.1%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $46.1M
- AUM share
- 17.2%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $7.57K
- AUM share
- 0.0%
- Avg. per client
- —
Total
- Clients
- 138
- Regulatory AUM
- $268M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 2
- Private funds advised
- 1
- Financial planning clients last fiscal year
- 101–250
Astra Wealth Partners charges 0.50%–0.90% a year for its Asset-Based Fee. Each asset band is charged at its own rate. The fee is billed in arrears, is negotiable and has a $7,200 annual minimum. The brochure also prices 3 other services, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$3M | 0.90% |
| $3M and above | 0.50% |
Fee details and sources
Other fees
- Employee Benefit Plan Services
- Billed on plan assets, not to exceed 0.50% of total plan assets, paid by the plan sponsor or deducted from plan assets.
- Financial Consulting Services
- One-time project-based consulting charged up to $500 per hour in 15-minute increments, with an estimate given before engagement.
- Financial Planning Services
- Fixed annual fee set in the advisory agreement by complexity and estimated time, billed in equal quarterly installments; no rate is stated.
Kevin Peacock owns 50% to 75% of Astra Wealth Partners. The leadership team of Astra Wealth Partners includes Chief Compliance Officer Michael Schupak. It has 3 employees.
Leadership
- Michael SchupakManaging Member, Chief Compliance Officer
- Kevin PeacockManaging Member
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
- Kevin Michael Peacock
- Michael Frank Schupak
- Wylie Wang
Staff
- 3 employees
- 3 in advisory functions
- 3 state-registered reps
- Owns 50% to 75% of Astra Wealth Partners LLC
Kevin Peacock
Control person · since April 2022
- Owns 50% to 75% of Astra Wealth Partners LLC
Michael Schupak
Control person · since April 2022
Astra Wealth Partners’ regulatory assets grew 2.6× from $102M (July 2022) to $268M (March 2026); clients rose from 97 to 138 and employees fell from 4 to 3.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $268M | 138 | 3 | 2 |
| March 2025 | $204M | 126 | 4 | 2 |
| January 2024 | $162M | 118 | 4 | 2 |
| January 2023 | $116M | 103 | 4 | 2 |
| July 2022 | $102M | 97 | 4 | 2 |
Besides its headquarters, Astra Wealth Partners has 1 office, with 2 listed addresses in New Jersey and New York.
New Jersey · 1 listed address
- 101 Hudson Street, Suite 2100, Jersey CityHQ
New York · 1 listed address
- 99 Madison Ave, New York
Contact and registration details
- Legal name
- Astra Wealth Partners LLC
- Headquarters
- 101 Hudson Street, Suite 2100, Jersey City, NJ 07302
- Website
- astrawp.com
- Phone
- 800-805-8740
- SEC file
- 801-125765
- Founded
- 2022
- Structure
- New Jersey LLC
- Fiscal year end
- December
Astra Wealth Partners uses Charles Schwab ($260M) as custodian for its separately managed accounts. Astra Wealth Partners has custody of $2.22M in client assets for 1 client.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $260M100%
At year end, Astra Wealth Partners’ separately managed accounts were mostly in funds (71%) and stocks (15%). Its reported 13F holdings for the quarter ended 30 June 2026 total $188M across 104 positions; the largest are iShares TR (12.8%), iShares TR (12.8%) and Dimensional ETF Trust (4.0%).
What the accounts hold
- Stocks15%
- Funds71%
- Registered funds70%
- Pooled vehicles1%
- Bonds13%
- Cash1%
Reported 13F holdings
- $188M
- Reported 13F value
- 104
- Positions
- 51.0%
- In the 10 largest
- +12.2%
- Value vs. prior quarter
- iShares TR · Core S&P500 ETF12.8%
- iShares TR · Core MSCI Eafe12.8%
- Dimensional ETF Trust · Intl Small Cap V4.0%
- Vanguard Index Fds · Total Stk Mkt4.0%
- Vanguard Tax-managed Fds · Van FTSE Dev Mkt3.8%
- EA Series Trust · Alpha Arch 1-33.3%
- iShares Inc. · Core MSCI Emkt3.1%
- iShares TR · Core S&P Mcp ETF2.6%
- iShares TR · S&P MC 400vl ETF2.5%
- Vanguard Index Fds · S&P 500 ETF Shs2.1%
Together, the ten largest are 51.0% of reported value.
How many clients does Astra Wealth Partners have?
Astra Wealth Partners has 138 clients and manages $268 million for them, as of March 2026. They include 78 individual clients, 59 high-net-worth individuals and 1 pooled investment vehicle.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 25 March 2026
What services does Astra Wealth Partners offer?
Astra Wealth Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, pension consulting, selecting other managers, education planning, estate planning, insurance, tax planning, and tax preparation.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Astra Wealth Partners charge?
Astra Wealth Partners charges 0.50%–0.90% a year for its Asset-Based Fee. Each asset band is charged at its own rate. The fee is billed in arrears, is negotiable and has a $7,200 annual minimum.
Source: AWP FORM ADV PART 2A DISCLOSURE BROCHURE, filed 25 March 2026
Which custodians does Astra Wealth Partners use?
Astra Wealth Partners’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $260M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 25 March 2026
How many financial advisors does Astra Wealth Partners have?
Astra Wealth Partners has 3 investment adviser representatives registered with state securities authorities, out of 3 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Astra Wealth Partners invest in?
At the end of its last fiscal year, Astra Wealth Partners’ separately managed accounts held 70% registered funds (mutual funds, ETFs, BDCs), 15% exchange-traded equities, 13% U.S. government and agency bonds, 1% pooled vehicles (private funds and similar) and 1% cash and equivalents. It advises 1 private fund.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Astra Wealth Partners?
Astra Wealth Partners’ direct owners are Kevin Peacock (50% to 75%) and Michael Schupak (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 25 March 2026
How does Astra Wealth Partners get paid?
Astra Wealth Partners is paid through a percentage of assets under management, fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Astra Wealth Partners registered with the SEC?
Yes, Astra Wealth Partners has been registered with the SEC as an investment adviser since 27 May 2022. Its CRD number is 321136 and its SEC file number is 801-125765.
Source: Form ADV Part 1A, Item 1, filed 25 March 2026; IAPD firm record
How do I contact Astra Wealth Partners?
Astra Wealth Partners’ main office is at 101 Hudson Street, Suite 2100, Jersey City, NJ 07302. Its phone number is 800-805-8740. Its website is astrawp.com.