Overview
Assets Under Management: $1.1 billion
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 316
Average Client Assets: $3 million
Frequently Asked Questions
SOA WEALTH ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #310448), SOA WEALTH ADVISORS, LLC is subject to fiduciary duty under federal law.
SOA WEALTH ADVISORS, LLC is headquartered in NEW YORK, NY.
SOA WEALTH ADVISORS, LLC serves 316 high-net-worth clients according to their SEC filing dated March 28, 2025. View client details ↓
According to their SEC Form ADV, SOA WEALTH ADVISORS, LLC offers financial planning and portfolio management for individuals. View all service details ↓
SOA WEALTH ADVISORS, LLC is ranked #216 by Forbes in 2025. Learn more about these rankings ↓
SOA WEALTH ADVISORS, LLC manages $1.1 billion in client assets according to their SEC filing dated March 28, 2025.
According to their SEC Form ADV, SOA WEALTH ADVISORS, LLC serves high-net-worth individuals. View client details ↓
Recent Rankings
Forbes 2025: 216
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