Overview
Assets Under Management: $1.1 billion
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 316
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 316
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.29
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 3,332
Discretionary Accounts: 3,212
Non-Discretionary Accounts: 120
Regulatory Filings
CRD Number: 310448
Filing ID: 1926789
Last Filing Date: 2025-03-28 16:16:00
Website: https://soawealth.com