Astra Wealth Partners

Astra Wealth Partners LLC is a registered investment adviser founded in March 2022 by Kevin Peacock and Michael Schupak. The firm specializes in wealth management services, offering portfolio management and financial planning tailored to individual client needs. Astra Wealth Partners is a fiduciary, committed to placing clients' interests first and mitigating conflicts of interest. The firm manages discretionary assets totaling $199,156,637 and non-discretionary assets of $4,950,234 as of December 31, 2024. Astra Wealth Partners provides comprehensive investment advice, including tailored investment portfolios comprising mutual funds, ETFs, stocks, and bonds. The firm may also recommend alternative investments when suitable. Additionally, Astra Wealth Partners manages the Astra Enhanced US Equity Fund LP, a private offering aimed at accredited investors and qualified clients. The firm's investment philosophy emphasizes strategic allocation decisions informed by academic evidence, global diversification, tax efficiency, and cost monitoring. Astra Wealth Partners does not charge performance-based fees for its services but receives a performance allocation for managing the Partnership. The firm does not engage in principal transactions and maintains a Code of Ethics to ensure ethical conduct. Clients have the option to direct brokerage to a broker-dealer other than Schwab, though this may impact execution quality. Astra Wealth Partners reviews client accounts at least quarterly and provides detailed reports to ensure transparency and accountability. The firm's privacy policy ensures the confidentiality and security of client information.