DBA: ASTRA WEALTH MANAGEMENT GROUP
| Total AUM | $1.57B |
| Discretionary | $1.52B97% of AUM |
| Non-Discretionary | $45.2M |
| Client Accounts | 2,843 |
| Avg Account Size | $551K |
| Employees | 17 |
| Peak AUM | $1.57BFeb 2026 |
Total AUM
$1.6B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.6B | +20.3% | — | — | |
| Discretionary AUM | $1.5B | ||||
| Total AUM | $1.57B |
| Discretionary | $1.52B |
| Employees | 17 |
| Client Accounts | 2843 |
| Client Range | 11-25 |
Address
5700 GRANITE PARKWAY
PLANO TX 75024
Phone
972-327-8820
Filing History
13 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$1.5B
97.1% of AUM
Non-Discretionary
$45M
2.9% of AUM
Disc. mix ▲ 0.3pp vs 1 year ago
Custody
| — |
| — |
| Non-Disc. AUM | $45M | +9.6% | — | — |
| Total Accounts | 3k | 2.9% | — | — |
| Avg Account Size | $551,463.781 | +23.9% | — | — |
| Employees | 17 | +13.3% | 2.0% | — |
| AUM / Employee | $92M | +6.2% | — | — |
Client AUM Segments | |||||
| Wealth AUM | $1.6B | +20.3% | — | — | |
Client Count Segments | |||||
| HNW Clients | 620 | +8.0% | — | — | |
| Individuals | 344 | +8.5% | — | — | |