Asteria Wealth LLC
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Overview
Asteria Wealth LLC is an advisory firm headquartered in Ponte Vedra Beach, Florida. The company administers $98.4 million in total assets across 519 customer accounts. The firm has a small team, including 2 financial advisors. Asteria Wealth LLC does not act as a registered broker-dealer, signifying that the firm cannot buy and sell securities for its clients' and own accounts and instead has to go through a broker-dealer company to do so. Securities are defined as tradable financial assets like bonds, equities and options.
Asteria Wealth LLC oversees 515 of the firm's client assets in a discretionary manner. Discretionary management signifies that an investment advisor makes buy and sell judgments without requiring the client's authorization. The firm also oversees four non-discretionary accounts with a total of $546,964 in AUM. The investment advisory firm administers roughly $189,519 in assets for each account. An average financial advisor at Asteria Wealth LLC administers about 260 client accounts.
The firm's main office is at 818 A1A Highway, Ponte Vedra Beach, Florida 32082. Asteria Wealth LLC is registered to provide services to customers throughout 11 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Asteria Wealth LLC by the Numbers
$98.4 million
6
519
$189.5 thousand
Fee Structure
Financial advisory fees largely depend on which service is provided. Fees billed by the company typically consist of the following fee structure: asset-based. Wrap fee programs, or the practice of bundling services for a single fee, are offered by the company.
Available
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Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It caters to retail investors, high net worth investors and pension plans. Out of its 519 clients, Asteria Wealth LLC's largest client is retail investors, although it also caters to 18 high-net-worth individuals. A high-net-worth individual is defined by the SEC as a person who has at least $750,000 under management or a net worth of at least $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the company's customers are from outside of the U.S.
- High-Net-Worth Individuals* - 4.86%
- Other Individuals - 94.86%
- Corporations - 0.27%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Asteria Wealth LLC does not have any disclosures.
Please visit its Form ADV for more details.
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