Soa Wealth Advisors, LLC
● SEC registered since 2020CRD 310448SEC# 801-119603New York, NY
Reg. AUM
$1.22B
Employees
20
Accounts
3,504
Location
New York, NY
Soa Wealth Advisors, LLC assets under management
Soa Wealth Advisors, LLC is an SEC-registered investment adviser based in New York, NY. The firm has been registered since 2020. It reports $1.2 billion in regulatory assets under management and employs 20 people.
Soa Wealth Advisors, LLC owners & executives
13 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Charles Hamowy Control | Member And Cco | Under 5% | 2020 |
| Christopher Sal Conigliaro Control | Member | Under 5% | 2020 |
| Focus Operating, LLC Control | Member (manager) | Over 75% | 2020 |
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Join to unlock · $37/moFrequently asked questions
How much does Soa Wealth Advisors, LLC manage?
Soa Wealth Advisors, LLC reports $1.2 billion in regulatory assets under management on its Form ADV.
How many employees does Soa Wealth Advisors, LLC have?
Soa Wealth Advisors, LLC reports 20 employees.
Where is Soa Wealth Advisors, LLC located?
Soa Wealth Advisors, LLC is based in New York, NY and has been SEC-registered since 2020.
Does Soa Wealth Advisors, LLC disclose fund performance?
Soa Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 120 West 45th Street, New York, NY 10036 |
| Phone | 212-977-3111 |
| Office hours | 9 a.m. - 5 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.22B▲ 15%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 30%
Larger than 70% of 16,271 advisers
EmployeesTop 24%
More than 76% of 16,825 advisers
Assets under management
$1.22Bregulatory AUM
Discretionary $1.15BNon-discretionary $69.5M