At Astra Wealth Management, we provide personalized financial planning and investment management for individuals and families navigating financial complexity. We serve high-net-worth families and high-income professionals, including retirees, sales professionals, business owners, and multi-generational families who value thoughtful guidance and a long-term partnership. AWM is located in San Diego, California and serves clients across the nation.
Our clients often come to us during pivotal moments—retirement, equity compensation events, business transitions, job changes, inheritance, or major lifestyle shifts. We specialize in helping clients make confident, informed decisions during these life-defining transitions.
Our services include:
• Comprehensive financial planning
• Portfolio management
• Tax planning
• Estate and legacy planning
• Equity compensation and business transition planning
• Insurance & Risk Management
As an independent, fiduciary firm, we focus on helping clients align their wealth with what matters most—offering clarity, confidence, and a plan built for the long term.
Company Details
- Employees
- 1
- Address
- San Diego, California , Us
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://astrawealthmgmt.com
- Keywords
- San Diego.
- HQ
- San Diego, California
Astra Wealth Management Questions
Astra Wealth Management's website is https://astrawealthmgmt.com
Astra Wealth Management's LinkedIn profile is https://www.linkedin.com/company/astrawealthmanagement
Astra Wealth Management has
1 employees.
View email and phone details for 1
employees at Astra Wealth Management.
Astra Wealth Management's industry is
Financial Services
Astra Wealth Management's top competitors are
Arizona Media Association + Arizona Local News Foundation,
Brümate,
Riveron,
Truvium Wealth Management,
Ridgeline,
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Rimes,
Perkins Coie,
Aia Thrive,
Aspen Capital Management.
Astra Wealth Management's categories are Financial Services
