# ASTORIA STRATEGIC WEALTH, INC.

ASTORIA STRATEGIC WEALTH, INC. is an SEC-registered investment adviser.

## Registration

- CRD: 113510
- Type: SEC-registered investment adviser
- SEC file number: 801-101469
- Phone: 888.321.7374
- Latest filing: 2026-07-23
- Regulatory AUM: $482.5M
- Discretionary AUM: $424.0M
- Non-discretionary AUM: $58.5M
- Clients: 7
- Accounts: 1,021

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions

## Officers, owners & control persons (13)

| Name | Role | Location |
| --- | --- | --- |
| Brian Arthur Cox | PRINCIPAL/ CHIEF COMPLIANCE OFFICER; PRINCIPAL/ CHIEF COMPLIANCE OFFICER/PRESIDENT | — |
| Kirby Don Jacobson | MANAGING PRINCIPAL AND CHIEF INVESTMENT OFFICER; PRINCIPAL AND CHIEF INVESTMENT OFFICER | — |
| Russell Eugene Jacobson | PRINCIPAL/INVESTMENT ADVISOR REPRESENTATIVE | — |
| Kimberly Nmn Victoria | MANAGING PRINCIPAL AND CHIEF OPERATING OFFICER | — |
| Jacob Samuel Ridley | PRINCIPAL AND SENIOR ADVISOR | — |
| PAULEY ROSS DOUGLAS | MANAGING PRINCIPAL; MANAGING PRINCIPAL, CHIEF COMPLIANCE OFFICER; PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| PAULEY KIMBERLY VICTORIA | COO; PRINCIPAL; PRINCIPAL AND CHIEF OPERATING OFFICER | — |
| COX THOMAS ARTHUR | CHIEF COMPLIANCE OFFICER, PRINCIPAL; PRINCIPAL; PRINCIPAL AND CHIEF COMPLIANCE OFFICER (+1 more) | — |
| VICTORIA KIMBERLY | PRINCIPAL AND CHIEF OPERATING OFFICER | — |
| VICTORIA KIMBERLY NMN | MANAGING PRINCIPAL AND CHIEF OPERATING OFFICER; PRINCIPAL AND CHIEF OPERATING OFFICER | — |
| HERMAN MARK W | CHIEF COMPLIANCE OFFICER | — |
| JACOBSON KIRBY DON | PRINCIPAL AND CHIEF INVESTMENT OFFICER | — |
| Frost Matthew Randall | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/113510/brochure
- Similar advisers: https://search.stillhousedata.com/firm/113510/similar
- Related entities: https://search.stillhousedata.com/firm/113510/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/113510

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.