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Asteria Wealth, LLC (Asteria) is an SEC registered investment advisor with a fiduciary duty that requires it to act in the best interests of clients and to place the interests of clients before its own; however, registration as an investment advisor does not imply any level of skill or training. Access to Asteria is only available to clients pursuant to an Investment Advisory Agreement and acceptance of Asteria’s Brochure. All investing is subject to risk, including the possible loss of your entire investment. For Asteria Wealth’s ADV2A please click here. For Asteria Wealth’s Form CRS, please click here.

Asteria Wealth claims compliance with the Global Investment Performance Standards (GIPS®). GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein. GIPS-compliant performance information for the firm’s strategies and products are available upon request at services@asteriawealth.com.

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