Insights

Targeted Client Base Astoria Strategic Wealth serves high-net-worth individuals and families across the nation, presenting an opportunity to offer premium financial technologies and services tailored for affluent clients seeking comprehensive wealth management solutions.

Fiduciary Commitment As a fee-only fiduciary advisor with no conflicts of interest, the company values transparency and trust, making it receptive to advanced tools and platforms that enhance client communication, education, and compliance.

Growth Potential With a revenue range between 10 and 25 million dollars and a small team, Astoria is positioned for expansion, potentially requiring scalable technology solutions, client acquisition tools, and strategic partnerships to accelerate growth.

Technology Adoption Utilizing a modern tech stack including cloud CDN, analytics, and web security, the company is open to innovative digital solutions that can improve operational efficiency, security, and user experience for their clients.

Market Positioning Comparing to large industry players with extensive teams and billions in revenue, Astoria can differentiate by leveraging specialized, personalized services and cutting-edge fintech tools to strengthen its competitive stance in the boutique wealth management space.

Astoria Strategic Wealth Tech Stack

Astoria Strategic Wealth uses 8 technology products and services including Cloudflare CDN, jQuery, Moment.js, and more. Explore Astoria Strategic Wealth's tech stack below.

  • Cloudflare CDN
    Content Delivery Network
  • jQuery
    Javascript Libraries
  • Moment.js
    Javascript Libraries
  • imagesLoaded
    Javascript Libraries
  • X-XSS-Protection
    Security
  • Google Analytics
    Web Analytics
  • AddThis
    Widgets
  • Facebook
    Widgets

Media & News

Astoria Strategic Wealth's Email Address Formats

Astoria Strategic Wealth uses at least 2 format(s):
Astoria Strategic Wealth Email FormatsExamplePercentage
FLast@pauleyfinancial.comJDoe@pauleyfinancial.com
75%
F.Last@pauleyfinancial.comJ.Doe@pauleyfinancial.com
25%
F.Last@astoriastrategicwealth.comJ.Doe@astoriastrategicwealth.com
100%

Frequently Asked Questions

Where is Astoria Strategic Wealth's headquarters located?

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Astoria Strategic Wealth's main headquarters is located at 3915 West Davis Street, Suite 130 #185. The company has employees across 1 continents, including North America.

What is Astoria Strategic Wealth's official website and social media links?

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Astoria Strategic Wealth's official website is astoriastrategicwealth.com and has social profiles on LinkedIn.

What is Astoria Strategic Wealth's NAICS code?

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Astoria Strategic Wealth's NAICS code is 52 - Finance and Insurance.

How many employees does Astoria Strategic Wealth have currently?

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As of December 2025, Astoria Strategic Wealth has approximately 9 employees across 1 continents, including North America. Key team members include Chief Investment Officer: K. J.Chief Marketing Officer & Senior Financial Advisor: M. M.Chief Investment Officer: K. J.. Explore Astoria Strategic Wealth's employee directory with LeadIQ.

What industry does Astoria Strategic Wealth belong to?

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Astoria Strategic Wealth operates in the Financial Services industry.

What technology does Astoria Strategic Wealth use?

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Astoria Strategic Wealth's tech stack includes Cloudflare CDNjQueryMoment.jsimagesLoadedX-XSS-ProtectionGoogle AnalyticsAddThisFacebook.

What is Astoria Strategic Wealth's email format?

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Astoria Strategic Wealth's email format typically follows the pattern of FLast@pauleyfinancial.com. Find more Astoria Strategic Wealth email formats with LeadIQ.

When was Astoria Strategic Wealth founded?

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Astoria Strategic Wealth was founded in 1996.

Astoria Strategic Wealth

Financial ServicesTexas, United States2-10 Employees

Because the Journey Matters ...

Astoria Strategic Wealth is a Financial Advisor that provides Fee-Only, fiduciary, comprehensive financial planning, and investment management services. We are Texas based, but serve clients nationally.

Acting as a fiduciary, we will partner with you to educate and guide you, as well as implement financial strategies which will enable you to achieve your goals with the least amount of risk possible. As a fee-only advisor, we are your advocates working only for you, with no conflicts of interest associated with commissions, bonuses, or hidden fees as we do not accept them. Nationally, affluent individuals and families have relied on our firm for wealth management planning and portfolio management for years because we understand that each client's needs and situation are unique to them.
 
We are extremely passionate about helping people make financial decisions that are in consonance with their principles, values, and dreams as well as those of their heirs.  We welcome the opportunity to show you how.

Section iconCompany Overview

Headquarters
3915 West Davis Street, Suite 130 #185
NAICS Code
52 - Finance and Insurance
Founded
1996
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $10M$25M

    Astoria Strategic Wealth's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Astoria Strategic Wealth's revenue is estimated to be in the range of $10M$25M

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