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| SOA Wealth Advisors LLC
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| |
|---|---|
| CRD # | 310448 |
| SEC # | 801-119603 |
| CIK # | 0001849444 |
| AUM | $1.0 BB (2024-07-26) |
| Employees | 20 (60% Investors, 0% Brokers) |
| Phone | 212-977-3111 |
| Address | 120 West 45th Street New York, NY 10036 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 51.9 | |
| MSFT | 1,918,222.4 | 18.7 | |
| NVDA | 399,550.0 | 14.9 | |
| AMZN | 1,092,997.8 | 12.9 | |
| GOOGL | 1,475,138.5 | 6.8 | |
| ORCL | 182,760.6 | 4.4 | |
| AMP | 26,790.3 | 4.2 | |
| JPM | 340,169.2 | 4.2 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 533 | 169.0 |
| (b) Individuals (high net worth individuals) | 307 | 861.3 |
| (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 | 3,242 | 1,030.2 |
| By Discretionary | ||
| Discretionary | 3,120 | 982.7 |
| Non-Discretionary | 122 | 47.6 |
| Total | 3,242 | 1,030.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.0 | |
| United States Persons | 1,027.2 | |
| Total | 3,242 | 1,030.2 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001849444] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Banyan Tree Asset Management LLC
✚
|
CA | 1.1 |
|
Ancora Retirement Plan Advisors LLC
✚
|
OH | 1.1 |
|
Financial Plan Inc
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WA | 1.1 |
|
George McKelvey Co LLC
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NJ | 1.0 |
|
Wgshaheen & Associates Ltd
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|
NY | 1.0 |
|
Barlow Wealth Partners LLC
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KY | 1.0 |
|
Aspen Capital Management
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|
ID | 1.0 |
|
Cabot Wealth Management
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MA | 1.0 |
|
Class VI Family Office LLC
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CO | 1.0 |
|
Jacobs & Company LLC
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CA | 1.0 |