Astra Prime Wealth Management, Llc
State-registered
Wealth Manager · Boutique (under $100M)
CRD 333432
· Pittsburgh, PA
· www.linkedin.com
☆ Save with Pro
ADV data as of Jun 08, 2026
- Regulatory AUM
- $47.2M
- Discretionary
- $47.2M
- Clients
- 11
- Avg AUM / client
- $4.3M
- Accounts
- 26
- Employees
- 5
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 6 | $709K | 1.5% |
| High net worth individuals | 5 | $32.9M | 69.7% |
| Charitable organizations | Fewer than 5 clients | $13.6M | 28.8% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Samuel Asato Childs | Registered representative | Nov 2024 (2y) | ||
| Ryan Samuel Labriola | Registered representative | Dec 2024 (2y) | ||
| Michael De Gregorio | Registered representative | Aug 2025 (1y) | ||
| Jacob William Kaufmann | Registered representative | May 2026 (0y) |
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) | 06/08/2026 | 1.07 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
- • Hourly charges
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Interactive Brokers $23.7M (50% of AUM) Jun 2026
- Charles Schwab & Co. $23.5M (50% of AUM) Jun 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: Jun 08, 2026.
View current Form ADV (SEC/IAPD) ↗