Astoria Strategic Wealth, Inc.
- Regulatory AUM
- $483M
- Discretionary
- $424M
- Clients
- 177
- Avg AUM / client
- $2.7M
- Accounts
- 1,021
- Employees
- 7
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 53 | $25.1M | 5.2% |
| High net worth individuals | 122 | $452M | 93.6% |
| Pension and profit sharing plans | 2 | $5.8M | 1.2% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Victoria, Kimberly, Nmn | Managing Principal And Chief Operating Officer | May 2010 (16y) | 50% – 75% | |
| Brian Arthur Cox | Principal/ Chief Compliance Officer | CFP | Feb 2012 (14y) | 25% – 50% |
| Kirby Don Jacobson | Principal And Chief Investment Officer | CFP CFA | Mar 2021 (5y) | 5% – 10% |
| Amber Mae Picard | Registered representative | CFP | Jan 2022 (5y) | |
| Russell Eugene Jacobson | Registered representative | CFP | Oct 2022 (4y) | |
| Taylor Nicole Wilcox | Registered representative | Oct 2023 (3y) | ||
| Shari Elana Seidman | Registered representative | Feb 2025 (1y) | ||
| Mandi Jo Moynihan | Registered representative | CFP | Oct 2025 (1y) |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/24/2026 | 975 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $420M (87% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 23, 2026.
View current Form ADV (SEC/IAPD) ↗