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Building 2ASTERIA WEALTH LLC

Map pin
Phone770-407-5401
NotebookSEC #801-108406
Total AUM
$98.4M
Employees
6
Clients
370

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9AM - 5PM
Monday - Friday
Phone
770-407-5401

ReceiptFinancials

Total AUM
$98.4M
Accounts
519
Discretionary
$97.8M
Accounts
515
Non-Discretionary
$547K
Accounts
4

ContactClients

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Individual Clients
351
AUM
$64.1M
HNW Individual Clients
18
AUM
$34.1M
Pension/Profit Sharing Plan Clients
1
AUM
$120.6K

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.

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