SOA WEALTH ADVISORS, LLC
Doing business as SEASONS OF ADVICE WEALTH MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$1,216,853,300
Discretionary
$1,147,365,011
Non-discretionary
$69,488,289
Firm details
- CRD number
- 310448
- SEC file number
- 801-119603
- Main office
- NEW YORK, NY, United States
- Employees
- 20
- SEC status
- Approved
- Website
- http://www.soaplanning.com
- Fee structure
-
Percentage of AUM Fixed fees Other
As of October 2026.