Astoria Strategic Wealth Employee Directory

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.

Find Astoria Strategic Wealth employees' phone numbers or email addresses

Astoria Strategic Wealth Global Highlights

Location
Employees

North America
16

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  • United States Of America
    16

Astoria Strategic Wealth's Leadership

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    K. J.
    Chief Investment Officer
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    M. M.
    Chief Marketing Officer & Senior Financial Advisor
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    K. J.
    Chief Investment Officer
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    M. F.
    Chief Compliance Officer
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    K. V.
    Managing Partner
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    J. R. L.
    Director Of Client Services
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    K. P.
    Assistant Manager
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    J. R.
    Senior Advisor
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Contact profiles from Astoria Strategic Wealth

Name
Title
Contact Info
Location
Last Update
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    K. J.
    Chief Investment Officer
    Phone icon
    United StatesTexas
    Aug 08, 2025
  • Stylized image of a person
    M. M.
    Chief Marketing Officer & Senior Financial Advisor
    Phone icon
    United StatesTexas
    Dec 04, 2025
  • Stylized image of a person
    K. V.
    Managing Partner
    Phone icon
    United StatesTexas
    Oct 22, 2025
  • Stylized image of a person
    K. J.
    Chief Investment Officer
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    Nov 05, 2025
  • Stylized image of a person
    M. F.
    Chief Compliance Officer
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    Oct 22, 2024
  • Stylized image of a person
    J. R. L.
    Director Of Client Services
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    United StatesTexas
    Nov 18, 2025
  • Stylized image of a person
    K. P.
    Assistant Manager
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    United States
    Oct 21, 2024
  • Stylized image of a person
    J. R.
    Senior Advisor
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    United StatesTexas
    Oct 26, 2025
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    A. P.
    Financial Planning Advisor
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    United StatesTexas
    Nov 18, 2025
  • Stylized image of a person
    R. J.
    Financial Planning Advisor
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    United StatesTexas
    Nov 14, 2025

Frequently Asked Questions

What is Astoria Strategic Wealth known for?

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Astoria Strategic Wealth was founded in 1996 operates in the Financial Services industry. The company's main headquarters is located in 3915 West Davis Street, Suite 130 #185. Explore Astoria Strategic Wealth's company overview page for more information.

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

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Astoria 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?

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Astoria Strategic Wealth has approximately 9 employees as of December 2025. 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 December 2025, Astoria Strategic Wealth's key employees include:

  • Chief Investment Officer: K. J.
  • Chief Marketing Officer & Senior Financial Advisor: M. M.
  • Chief Investment Officer: K. J.
  • Chief Compliance Officer: M. F.
  • Managing Partner: K. V.

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