# Astoria Strategic Wealth

Astoria Strategic Wealth is a Bank / Wealth / Trust based in Conroe, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Conroe, United States
- **Region:** North America
- **Address:** Conroe, United States
- **Founded:** 1996
- **Assets under management:** 335 (Altss estimate)
- **Website:** astoriastrategicwealth.com
- **LinkedIn:** https://www.linkedin.com/company/astoriastrategicwealth

## Regulatory record

- **CRD number:** 113510
- **SEC file number:** 801-101469
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-02-24T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/113510

## About

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.

## 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.

## Related profiles

- [Family Wealth Advisory Group](https://altss.com/profile/family-wealth-advisory-group-llc)
- [Auldbrass Partners](https://altss.com/profile/auldbrass-partners)

---

Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/astoria-strategic-wealth

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology