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Astoria Strategic Wealth Employee Directory

Financial ServicesTexas, United States2-10 Employees

Astoria Strategic Wealth is a financial services firm based in New Braunfels, Texas. The company offers fee-only, fiduciary financial planning and investment management services. It serves clients across the United States, with a focus on affluent individuals and families.

As a fiduciary, it seeks to educate and guide clients while implementing strategies designed to pursue goals with reduced risk. Because it operates on a fee-only basis, the firm does not accept commissions, bonuses, or hidden fees, aligning its interests with those of its clients.

Find Astoria Strategic Wealth employees' phone numbers or email addresses

Astoria Strategic Wealth Global Highlights

Location
Employees

North America
12

Minus sign iconPlus sign icon
  • United States Of America
    12

Astoria Strategic Wealth's Leadership

  • Stylized image of a person
    K. J.
    Chief Investment Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. F.
    Chief Compliance Officer
    Phone icon
    Mobile Phone

Astoria Strategic Wealth Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Legal
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Astoria Strategic Wealth

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    K. J.
    Chief Investment Officer
    Phone icon
    Mobile Phone
    Jun 26, 2026
  • Stylized image of a person
    M. F.
    Chief Compliance Officer
    Phone icon
    Mobile Phone
    Oct 22, 2024

Frequently Asked Questions

What is Astoria Strategic Wealth known for?

Minus sign iconPlus sign iconAstoria Strategic Wealth was founded in 1996 operates in the Financial Services industry. Explore Astoria Strategic Wealth's company overview page for more information.

What is Astoria Strategic Wealth's most common email format?

Minus sign iconPlus sign iconAstoria Strategic Wealth employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Astoria Strategic Wealth email formats with LeadIQ.

How many employees does Astoria Strategic Wealth have currently?

Minus sign iconPlus sign iconAstoria Strategic Wealth has approximately 7 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Astoria Strategic Wealth's key employees and leadership?

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As of July 2026, Astoria Strategic Wealth's key employees include:

  • Chief Investment Officer: K. J.
  • Chief Compliance Officer: M. F.

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