Astra Wealth Management Group

Overview

Astra Wealth Management Group is an SEC registered investment adviser based in Plano, TX, registered since 2023. It reports $1.6B in assets under management across 2,843 accounts, with 17 employees. It has 14 investment adviser representatives.

Reported AUM

$1.6B

Discretionary

97%

Accounts

2,843

Average account

$551K

Employees

17

Advisory reps

14

Registered since

2023

Jurisdictions

18

As reported in the firm's June 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 3 of 8

• Owen Turner McCabe Chief Compliance Officer CRD 5859034
• Steven Zurlis Partner, Chief Compliance Officer CRD 4024067
• Bradley Thomas Vineyard Partner CRD 4181798

5 more executive officers, with direct contact details

Advisory reps 3 of 14

• Brandon James Anderson Insurance Agent · Investment Adviser Rep CRD 7195101
• Madison Day Broyles Insurance Agent · Investment Adviser Rep CRD 6192899
• Gail L Carrion Insurance Agent · Investment Adviser Rep CRD 3264148

11 more advisory reps, with emails, phones and branch locations

Location

Headquarters

5700 Granite Pkwy Ste 330
Plano, TX 75024

County

Collin

Metro area

Dallas-Fort Worth-Arlington, TX

Region

South

Registrations

• SEC registered
• Registered in 18 jurisdictions
• Website: astrawmg.com

Every state, with registration dates

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