Asteria Wealth LLC

Assets, Funds, Holdings

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Regulatory AUM vs AUM

Type	Result	AUM ($B)

Asteria Wealth LLC ✚
CRD #	285106
SEC #	801-108406
CIK #
AUM
Employees	6 (33% Investors, 0% Brokers)
Phone	770-407-5401
Address	818 A1A Highway Ponte Vedra Beach, FL 32082
Source	[IAPD] [Website] [LinkedIn]

Total AUM ($M) Copy

AUM Breakdown	Accounts	AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals)	351	64.1
(b) Individuals (high net worth individuals)	18	34.1
(c) Banking or thrift institutions	0	0.0
(d) Investment companies	0	0.0
(e) Business development companies	0	0.0
(f) Pooled investment vehicles	0	0.0
(g) Pension and profit sharing plans	1	0.1
(h) Charitable organizations	0	0.0
(i) State or municipal government entities	0	0.0
(j) Other investment advisers	0	0.0
(k) Insurance companies	0	0.0
(l) Sovereign wealth funds and foreign official institutions	0	0.0
(m) Corporations or other businesses not listed above	0	0.0
(n) Other	0	0.0
Total	519	98.4
By Discretionary
Discretionary	515	97.8
Non-Discretionary	4	0.5
Total	519	98.4
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		98.4
Total	519	98.4

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