SOA WEALTH ADVISORS, LLC

SOA WEALTH ADVISORS, LLC of NEW YORK, NY is an SEC-registered investment adviser (CRD 310448). Regulatory assets under management: $1.2B.

Registration

• CRD: 310448
• SEC file number: 801-119603
• Type: Registered investment adviser
• Location: 120 WEST 45TH STREET, NEW YORK, NY, 10036
• Phone: 212-977-3111
• Latest filing: 2026-03-30
• Regulatory AUM: $1.2B
• Discretionary AUM: $1.1B
• Non-discretionary AUM: $69.5M
• Clients: 20
• Accounts: 3,504

Business model

Compensation: % of AUM, Fixed, Other.

Clients served: Individuals, High net worth, Other.

Officers, owners & control persons (5)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 310448 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search