SONA WEALTH, SONA WEALTH MANAGEMENT, SONA WEALTH ADVISORS

SONA WEALTH, SONA WEALTH MANAGEMENT, SONA WEALTH ADVISORS is an SEC-registered investment adviser (CRD 281976). Regulatory assets under management: $14.0M.

Registration

• CRD: 281976
• Type: Registered investment adviser
• Phone: 952-412-6002
• Latest filing: 2026-03-18
• Regulatory AUM: $14.0M
• Discretionary AUM: $14.0M
• Clients: 1
• Accounts: 56

Business model

Compensation: % of AUM, Hourly, Fixed, Subscription.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 281976 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search