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| Tyche Wealth Partners LLC
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| CRD # | 326006 |
| SEC # | 801-127984 |
| CIK # | 0002004818 |
| AUM | 1,567.8 M (2026-06-16) |
| Employees | 17 (71% Investors, 18% Brokers) |
| Fees | |
| Minimum | |
| Phone | 972-327-8820 |
| Address | 5700 Granite Parkway Plano, TX 75024 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
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| Fees and Compensation — Form ADV Part 2A (6/16/2026) [Brochure] |
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Item 5 – Fees and Compensation
The following paragraphs detail the fee structure and compensation methodology for services provided by the
Advisor. Each Client engaging the Advisor for services described herein shall be required to enter into one or more
written agreements with the Advisor.
A. Fees for Advisory Services
Wealth Management Services
Wealth management fees are paid quarterly, in advance of each calendar year pursuant to the terms of the wealth
management agreement. Wealth management fees are based on the market value of assets under management at
the end of the prior calendar year. Wealth management fees range will not exceed 1.50% annually based on several
factors, including the scope and complexity of the services to be provided; the level of assets to be managed; and
the overall relationship with the Advisor. Relationships with multiple objectives, specific reporting requirements,
portfolio restrictions and other complexities may be charged a higher fee.
The wealth management fee in the first year of service is prorated from the inception date of the account[s] to the
end of the first year. Fees may be negotiable at the sole discretion of the Advisor. The Client’s fees will take into
consideration the aggregate assets under management with the Advisor. All securities held in accounts managed by
Astra Wealth Management will be independently valued by the Custodian. The Advisor will conduct periodic reviews
of the Custodian’s valuation to ensure accurate billing.
The Advisor’s fee is exclusive of, and in addition to any applicable securities transaction and custody fees, and other
related costs and expenses described in Item 5.C below, which may be incurred by the Client. However, the Advisor
shall not receive any portion of these commissions, fees, and costs.
Use of Independent Managers
For Clients referred by the Advisor to an Independent Manager, the Client’s fee may be separately billed or deducted
from the Client’s account[s] by the Independent Manager. In certain instances, the Advisor may pay a portion of the
Client’s investment advisory fee to the applicable Independent Manager. If the agreed upon fee is reduced by the
Independent Manager, which is paid by Astra Wealth Management, the Advisor may receive more advantageous
pricing in the future as assets allocated to the investment programs increase.
Financial Planning Services
Astra Wealth Management offers financial planning services at an hourly rate that will not exceed $750 per hour.
Fees may be negotiable based on the nature and complexity of the services to be provided and the overall relationship
with the Advisor. An estimate for total hours and overall costs will be provided to the Client prior to engaging for these
services. Astra Wealth Management will not require a retainer exceeding $1,200 when services cannot be rendered
within 6 months.
Retirement Plan Advisory Services
Fees for retirement plan advisory services are charged on an hourly rate or a fee based on the percentage of Plan
assets under management and are billed in advance, pursuant to the terms of the retirement plan advisory
agreement. The maximum hourly fee to be charged will not exceed $750. Fees based on a percentage of managed
Plan assets will not exceed 1.00%. Retirement plan fees are based on the market value of assets under management
at the end of the prior calendar year. Fees may be negotiable depending on the size and complexity of the Plan.
Astra STARs Financial Consulting Services
For STAR’s financial consulting services, the Advisor charges an initial fee of $99. Ongoing subscription fees are
either $59.99 or $99.99 depending on the subscription model.
Tyche Wealth Partners LLC dba Astra Wealth Management, LLC
5700 Granite Parkway; 330, Plano, TX 75024
Phone: (972) 327-8820
https://www.astrawmg.com
B. Fee Billing
Wealth Management Services
Wealth management fees are calculated by the Advisor or its delegate and deducted from the Client’s account[s] at
the Custodian. The Advisor shall send an invoice to the Custodian indicating the amount of the fees to be deducted
from the Client’s account[s] at the beginning of the respective quarter. The amount due is calculated by applying the
quarterly rate (annual rate divided by 4) to the total assets under management with Astra Wealth Management at the
end of the prior quarter. Clients will be provided with a statement, at least quarterly, from the Custodian reflecting
deduction of the wealth management fee. Clients are urged to also review the brokerage statement from the
Custodian, as the Custodian does not perform a verification of fees. Clients provide written authorization permitting
advisory fees to be deducted by Astra Wealth Management to be paid directly from their account[s] held by the
Custodian as part of the wealth management agreement and separate account forms provided by the Custodian.
Use of Independent Managers
For Clients referred by the Advisor to an Independent Manager, the Client’s fee may be separately billed or deducted
from the Client’s account[s] with the respective manager and a portion of the wealth management fee may be provided
to Astra Wealth Management.
Financial Planning Services
Financial planning fees may be invoiced up to fifty percent (50%) of the expected total fee upon execution of the
financial planning agreement. The balance shall be invoiced upon completion of the agreed upon deliverable[s].
Retirement Plan Advisory Services
Retirement plan advisory fees may be directly invoiced to the Plan Sponsor or deducted from the assets of the Plan,
depending on the terms of the retirement plan advisory agreement.
STARs Financial Consulting Services
Financial consulting fees are paid in advance via credit card payment which is established on the platform.
... |
| Account Minimums and Types of Clients — Form ADV Part 2A (6/16/2026) [Brochure] |
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Item 7 – Types of Clients Astra Wealth Management offers investment advisory services to individuals, high net worth individuals, trusts, estates, businesses, and retirement plans. Astra Wealth Management requires a minimum account balance of $100,000 for wealth management services which may be waived at the Advisor’s sole discretion. |
| CIK | Period |
|---|---|
| 0002004818 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 33.4 | ||
| PepsiCo Inc | 30.5 | ||
| Nvidia Corp | 14.8 | ||
| Microsoft Corp | 12.7 | ||
| Amazon Com Inc | 12.2 | ||
| Wal Mart Stores Inc | 11.6 | ||
| Tesla Motors Inc | 8.8 | ||
| Visa Inc | 7.6 | ||
| Chevron Corp | 7.4 | ||
| Costco Wholesale Corp /NEW | 6.4 | ||
| Procter & Gamble Co | 6.0 | ||
| J P Morgan Chase & Co | 5.9 | ||
| Altria Group Inc | 5.7 | ||
| Alphabet Inc | 5.5 | ||
| Johnson & Johnson | 5.5 | ||
| Home Depot Inc | 5.4 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 620 | 271.8 |
| (b) Individuals (high net worth individuals) | 344 | 1,296.0 |
| (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 | 0 | 0.0 |
| (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 | 2,843 | 1,567.8 |
| By Discretionary | ||
| Discretionary | 2,817 | 1,522.6 |
| Non-Discretionary | 26 | 45.2 |
| Total | 2,843 | 1,567.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,567.8 | |
| Total | 2,843 | 1,567.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002004818] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 1 |
| Serves | Institutional, Retail |
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