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| SOA Wealth Advisors LLC
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|---|---|
| CRD # | 310448 |
| SEC # | 801-119603 |
| CIK # | 0001849444 |
| AUM | 1,216.9 M (2026-03-30) |
| Employees | 20 (60% Investors, 0% Brokers) |
| Phone | 212-977-3111 |
| Address | 120 West 45th Street New York, NY 10036 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 53.1 | ||
| Nvidia Corp | 22.2 | ||
| Microsoft Corp | 12.6 | ||
| Amazon Com Inc | 11.8 | ||
| Alphabet Inc | 9.3 | ||
| J P Morgan Chase & Co | 6.5 | ||
| Ameriprise Financial Inc | 4.3 | ||
| Global MOFY Metaverse Ltd | 3.8 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 523 | 164.3 |
| (b) Individuals (high net worth individuals) | 368 | 1,052.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,504 | 1,216.9 |
| By Discretionary | ||
| Discretionary | 3,399 | 1,147.4 |
| Non-Discretionary | 105 | 69.5 |
| Total | 3,504 | 1,216.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.8 | |
| United States Persons | 1,214.0 | |
| Total | 3,504 | 1,216.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001849444] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 40 (1 non-US) |
| Serves | Retail |
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