|
⚲
|
| SOA Wealth Advisors LLC
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| |
|---|---|
| CRD # | 310448 |
| SEC # | 801-119603 |
| CIK # | 0001849444 |
| AUM | $1.1 B (2025-03-28) |
| Employees | 21 (57% Investors, 0% Brokers) |
| Phone | 212-977-3111 |
| Address | 120 West 45th Street New York, NY 10036 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 47.0 | ||
| Nvidia Corp | 19.4 | ||
| Microsoft Corp | 17.7 | ||
| Amazon Com Inc | 12.3 | ||
| J P Morgan Chase & Co | 6.6 | ||
| Alphabet Inc | 5.8 | ||
| Ameriprise Financial Inc | 5.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 507 | 166.7 |
| (b) Individuals (high net worth individuals) | 316 | 894.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,332 | 1,061.1 |
| By Discretionary | ||
| Discretionary | 3,212 | 1,000.7 |
| Non-Discretionary | 120 | 60.4 |
| Total | 3,332 | 1,061.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.3 | |
| United States Persons | 1,057.8 | |
| Total | 3,332 | 1,061.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001849444] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Jacobs & Company LLC
✚
|
CA | 1.1 |
|
PrairieView Partners LLC
✚
|
MN | 1.1 |
|
James J Burns & Company LLC
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|
NY | 1.1 |
|
Galilei Investment Office LLP
✚
|
1.1 | |
|
Paul R RIED Financial Group LLC
✚
|
WA | 1.1 |
|
Cabot Wealth Management
✚
|
MA | 1.1 |
|
Iron Gate Global Advisors LLC
✚
|
UT | 1.1 |
|
Columbia Asset Management LLC
✚
|
MI | 1.1 |
|
Academy Capital Management
✚
|
TX | 1.0 |
|
Chemistry Wealth Management LLC
✚
|
NY | 1.0 |