Tyche Wealth Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, education planning, insurance, and tax planning. Financial planning was provided to 11–25 clients last fiscal year.
Tyche Wealth Partners reports 964 clients. They include 620 individual clients and 344 high-net-worth individuals. Of its assets, 97.1% ($1.52B across 2,817 accounts) are managed with discretion; $45.2M across 26 accounts are not. It advised 1 client without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 64% | 17% |
| High-net-worth individuals | 36% | 83% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 620 | $272M | 17.3% | $438K |
| High-net-worth individuals | 344 | $1.3B | 82.7% | $3.77M |
| Total | 964 | $1.57B | 100% | $1.63M |
- Clients
- 620
- Regulatory AUM
- $272M
- AUM share
- 17.3%
- Avg. per client
- $438K
- Clients
- 344
- Regulatory AUM
- $1.3B
- AUM share
- 82.7%
- Avg. per client
- $3.77M
Total
- Clients
- 964
- Regulatory AUM
- $1.57B
- AUM share
- 100%
- Avg. per client
- $1.63M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 1
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 11–25
Tyche Wealth Partners charges up to 1.50% a year for its Wealth Management Services. The fee is billed in advance, is negotiable and requires an account of at least $100,000. The brochure also prices 3 other services, listed under fee details.
Fee details and sources
Other fees
- Astra STARs Financial Consulting Services
- An initial fee of $99, then ongoing subscription fees of $59.99 or $99.99 depending on the subscription model.
- Financial Planning Services
- Financial planning is billed at an hourly rate that will not exceed $750 per hour, and may be negotiable.
- Retirement Plan Advisory Services
- Retirement plan advisory fees are an hourly rate not exceeding $750, or a percentage of plan assets not exceeding 1.00%.
Astra Management Holdings LLC owns 75% or more of Tyche Wealth Partners. The leadership team of Tyche Wealth Partners includes Chief Compliance Officer Owen McCabe. It has 17 employees, 12 of them in advisory roles.
Leadership
- Owen McCabeChief Compliance Officer
- Gail CarrionPartner
- John DardenPartner
- Charles EvansPartner
- Mark FilardiPartner
- Robert HollandPartner
- Bradley VineyardPartner
- Steven ZurlisPartner
Investment adviser representatives
14 representatives listed in the SEC register as of 9 October 2026.
- Brandon James Anderson
- Madison Day Broyles
- Gail Carrion
- Gregory Coleman
- John Randall Darden
- Charles Andrew Evans
- Mark Filardi
- Candy Rene Hawkins
- Robert Edward Holland
- John Laurence Maness
- Owen Turner McCabe
- Bradley Thomas Vineyard
- Roddy Wayne Warren
- Steven Zurlis
Staff
- 17 employees
- 12 in advisory functions
- 12 state-registered reps
- 3 broker-dealer reps
- 2 insurance agents
- Owns 75% or more of Tyche Wealth Partners LLC
Astra Management Holdings LLC
since May 2026
Tyche Wealth Partners’ regulatory assets grew Infinity× from $0 (May 2023) to $1.57B (June 2026); employees fell from 18 to 17.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| June 2026 | $1.57B | 964 | 17 | 3 |
| May 2025 | $1.3B | 891 | 15 | 3 |
| July 2024 | $1.15B | 844 | 16 | 1 |
| May 2023 | $0 | 0 | 18 | 1 |
Besides its headquarters, Tyche Wealth Partners has 2 offices (2 private residences, listed without an address), with 1 listed address in Texas.
Texas · 1 listed address
- 5700 Granite Parkway, Suite 330, PlanoHQ
Other business names
Tyche Wealth Partners has reported 2 other business names to the SEC.
- Astra Stars, LLC
- Astra Wealth Management Group
Contact and registration details
- Legal name
- Tyche Wealth Partners LLC
- Headquarters
- 5700 Granite Parkway, Suite 330, Plano, TX 75024
- Website
- astrawmg.com
- Phone
- 972-327-8820
- SEC file
- 801-127984
- Founded
- 2019
- Structure
- Texas LLC
- Fiscal year end
- December
Tyche Wealth Partners uses Fidelity ($1.57B) as custodian for its separately managed accounts. Tyche Wealth Partners has custody of $815M in client assets for 576 clients.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $1.57B100%
At year end, Tyche Wealth Partners’ separately managed accounts were largely in stocks (43%) and funds (29%). Its reported 13F holdings for the quarter ended 30 June 2026 total $712M across 339 positions; the largest are State Str SPDR S&P 500 ETF T (7.4%), Apple Inc. (5.2%) and Pepsico Inc. (3.7%).
What the accounts hold
- Stocks43%
- Funds29%
- Registered funds25%
- Pooled vehicles4%
- Bonds12%
- State and local bonds10%
- U.S. government and agency bonds1%
- Investment grade corporate bonds1%
- Cash16%
Reported 13F holdings
- $712M
- Reported 13F value
- 339
- Positions
- 34.0%
- In the 10 largest
- +9.9%
- Value vs. prior quarter
- State Str SPDR S&P 500 ETF T · TR Unit7.4%
- Apple Inc.5.2%
- Pepsico Inc.3.7%
- Exxon Mobil Corp.3.0%
- Fidelity Covington Trust · Enh Mid Cor ETF3.0%
- Invesco Qqq TR · Unit Ser 12.7%
- Pacer Fds TR · Trendp US Lar CP2.4%
- Nvidia Corporation2.4%
- iShares TR · Core S&P500 ETF2.2%
- iShares TR · National Mun ETF2.0%
Together, the ten largest are 34.0% of reported value.
How many clients does Tyche Wealth Partners have?
Tyche Wealth Partners has 964 clients and manages $1.57 billion for them, as of June 2026. They include 620 individual clients and 344 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 16 June 2026
What services does Tyche Wealth Partners offer?
Tyche Wealth Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, education planning, insurance, and tax planning.
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 Tyche Wealth Partners charge?
Tyche Wealth Partners charges up to 1.50% a year for its Wealth Management Services. The fee is billed in advance, is negotiable and requires an account of at least $100,000.
Source: FORM ADV PART 2A - FIRM BROCHURE, filed 16 June 2026
Which custodians does Tyche Wealth Partners use?
Tyche Wealth Partners’ separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $1.57B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 16 June 2026
How many financial advisors does Tyche Wealth Partners have?
Tyche Wealth Partners has 12 investment adviser representatives registered with state securities authorities, out of 17 employees, and 12 perform investment advisory functions. 3 employees are registered representatives of a broker-dealer and 2 employees are 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 Tyche Wealth Partners invest in?
At the end of its last fiscal year, Tyche Wealth Partners’ separately managed accounts held 43% exchange-traded equities, 25% registered funds (mutual funds, ETFs, BDCs), 16% cash and equivalents, 10% state and local bonds, 4% pooled vehicles (private funds and similar), 1% U.S. government and agency bonds and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Tyche Wealth Partners have a minimum investment?
Yes, Tyche Wealth Partners’ minimum account size for its Wealth Management Services is $100K.
Source: FORM ADV PART 2A - FIRM BROCHURE, filed 16 June 2026
Who owns Tyche Wealth Partners?
Tyche Wealth Partners’ direct owner is Astra Management Holdings LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 16 June 2026
How does Tyche Wealth Partners get paid?
Tyche Wealth Partners is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Tyche Wealth Partners registered with the SEC?
Yes, Tyche Wealth Partners has been registered with the SEC as an investment adviser since 15 May 2023. Its CRD number is 326006 and its SEC file number is 801-127984.
Source: Form ADV Part 1A, Item 1, filed 16 June 2026; IAPD firm record
How do I contact Tyche Wealth Partners?
Tyche Wealth Partners’ main office is at 5700 Granite Parkway, Suite 330, Plano, TX 75024. Its phone number is 972-327-8820. Its website is astrawmg.com.