Wylie Wang is a registered investment advisor at Astra Wealth Partners, based in Jersey City, NJ, with 3 years of industry experience. Wylie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 126 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 0.90% |
| $3M+ | 0.50% |
Subject to a minimum annual fee based on complexity starting at $7,200. Fees and fee schedules are negotiable.
Fee Estimator
Contact
Wylie Wang
Location
101 Hudson Street, Suite 2100, Jersey City, NJ, 07302
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Astra Wealth Partners
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
I'm Wylie Wang, a financial planner atAstra Wealth Partners.I believe in a holistic approach to financial planning, as the best plan will require a personalized look into your goals and needs. My focus areas include employer equity (RSUs, ESPP, ISOs, etc.) and tax optimization - utilizing tax-efficient vehicles such as Mega Backdoor Roths, strategic tax planning with employer equity (e.g., balancing risk with favorable tax treatment from qualifying dispositions), & reducing tax liability via DAFs, capital loss harvesting via Direct indexing, and more!