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Wylie Wang

Astra Wealth Partners

Jersey City, NJ

CRD 7548323

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Employer firm

Astra Wealth Partners CRD 321136

$268M regulatory AUM 2 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Astra Wealth Partners

101 Hudson Street Suite 2100, Jersey City, NJ 07302 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2022-06-21
NY RA APPROVED 2022-05-27
TX RA APPROVED 2022-05-27
  • NJ RA
    APPROVED
    Since 2022-06-21
  • NY RA
    APPROVED
    Since 2022-05-27
  • TX RA
    APPROVED
    Since 2022-05-27

Branch Locations

101 Hudson Street Suite 2100, Jersey City, NJ 07302 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Astra Wealth Partners Llc Jersey City NJ 05/2022 Present
Schupak Financial Advisors Llc Jersey City NJ 07/2021 04/2022
Hubspot Cambridge MA 12/2019 04/2021
Amazon Cambridge MA 08/2017 11/2019
University Of Virginia Charlottesville VA 08/2014 05/2017
  • 05/2022 → Present
    Astra Wealth Partners Llc
    Jersey City, NJ
  • 07/2021 → 04/2022
    Schupak Financial Advisors Llc
    Jersey City, NJ
  • 12/2019 → 04/2021
    Hubspot
    Cambridge, MA
  • 08/2017 → 11/2019
    Amazon
    Cambridge, MA
  • 08/2014 → 05/2017
    University Of Virginia
    Charlottesville, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-06-15
  • S65 Uniform Investment Adviser Law Examination
    2021-06-15

View on SEC IAPD

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