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Astoria Strategic Wealth
Astoria Strategic Wealth was established in 1996 as a US wealth manager. It functions as a registered investment advisor providing asset management services.
Overview
Astoria Strategic Wealth was established in 1996 as a US wealth manager. It functions as a registered investment advisor providing asset management services. The firm delivers portfolio management on both discretionary and non-discretionary bases. Services target high-net-worth individuals, families, and private businesses. No specific asset-class allocations or named holdings appear in available records. The firm reports $335 million in assets under management. No additional offices, team size, or adjacent vehicles are disclosed. No operational events from the last 24 months are recorded. Governance and ownership details remain undisclosed in public sources.
General information
Firm type
Bank / Wealth / Trust
Year founded
1996
Location
Region
North America
Country
United States
City
Conroe
Corporate office
Conroe, United States
Frequently asked questions
Who runs investment decisions at Astoria Strategic Wealth?
No named principals or CIO appear in available records.
Does Astoria Strategic Wealth participate in fund commitments or only direct deals?
The firm provides discretionary and non-discretionary portfolio management. Specific commitment patterns are not disclosed.
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