| 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 |
Soa Wealth Advisors, LLC reports $1.1 billion in regulatory assets under management on its Form ADV.
Soa Wealth Advisors, LLC reports 21 employees.
Soa Wealth Advisors, LLC is based in New York, NY and has been SEC-registered since 2020.
Soa Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $1B |
| Non-discretionary | $60.4M |
| Total (RAUM) | $1.06B |