Wylie Wang

ASTRA WEALTH PARTNERS

Jersey City, NJ 07302

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CRD#: 7548323

Professional summary

Wylie Wang is a registered financial advisor currently at ASTRA WEALTH PARTNERS located in Jersey City, New Jersey.

Wylie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Wylie has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Wylie Wang's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 27, 2022 - Present

ASTRA WEALTH PARTNERS

Office #1: 101 Hudson Street Suite 2100, Jersey City, NJ 07302

RIA

CRD#: 321136

Jersey City, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ASTRA WEALTH PARTNERS

ASTRA WEALTH PARTNERS | ASTRA WEALTH PARTNERS LLC

CRD#: 321136 / SEC#: 801-125765

RIA

Registered Investment Advisory firm - (5/27/2022 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New Jersey
(6/21/2022)

IAR

New York
(5/27/2022)

IAR

Texas
(5/27/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/15/2021

Uniform Investment Adviser Law Examination

Current Firm

ASTRA WEALTH PARTNERS

ASTRA WEALTH PARTNERS | ASTRA WEALTH PARTNERS LLC

CRD#: 321136 / SEC#: 801-125765

RIA

Registered Investment Advisory firm - (5/27/2022 Approved)

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Contact information

Main Address

101 Hudson Street Suite 2100, Jersey City, NJ 07302

Mailing Address

Phone number

(800) 805-8740

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

AWP FORM ADV PART 2A DISCLOSURE BROCHURE (8/27/2025)

Regulatory assets under management

Total Number of Accounts	511
AUM (Assets Under Management)	$ 204,106,871

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Wylie Wang

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Wylie Wang's CRS (Customer Relationship Summary).

Certified licenses

Experience

ASTRA WEALTH PARTNERS

Primary Firm SEC Registration

ASTRA WEALTH PARTNERS

State Registrations and Notice Filings

Exams

Series 65

Date: 6/15/2021

Current Firm

ASTRA WEALTH PARTNERS

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ASTRA WEALTH PARTNERS

TRUST BUT VERIFY

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