Astra Wealth Partners Llc
- Regulatory AUM
- $268M
- Discretionary
- $263M
- Clients
- 138
- Avg AUM / client
- $1.9M
- Accounts
- 578
- Employees
- 3
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 78 | $36.6M | 13.6% |
| High net worth individuals | 59 | $181M | 67.5% |
| Pooled investment vehicles (non-investment companies) | 1 | $4.3M | 1.61% |
| Charitable organizations | Fewer than 5 clients | $178K | 0.07% |
| Other investment advisers | Fewer than 5 clients | $46.1M | 17.2% |
| Corporations and other businesses | Fewer than 5 clients | $7.6K | 0.0% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Jan 2024 · $425K combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Astra Enhanced Us Equity Fund Lp | Hedge Fund | Delaware | $425K | 3 |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Godynick, Justin, Noel | Member, Investment Adviser Representative | Apr 2022 (4y) | 5% – 10% | |
| Kevin Michael Peacock | Managing Member | CFP | Apr 2022 (4y) | 25% – 50% |
| Michael Frank Schupak | Managing Member, Chief Compliance Officer | CFP | Apr 2022 (4y) | 25% – 50% |
| Wylie Wang | Registered representative | May 2022 (4y) |
Undisclosed: 0% – 45% 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.
Private funds (1, $425K gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Astra Enhanced Us Equity Fund Lp | Hedge Fund | $425K | $100K | 3 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/25/2026 | 1.24 MB | 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
- • Fixed fees
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $260M (97% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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: Mar 25, 2026.
View current Form ADV (SEC/IAPD) ↗