SOA WEALTH ADVISORS, LLC
Legal name: SEASONS OF ADVICE WEALTH MANAGEMENT
CRD #310448 SEC #801-119603 NEW YORK, NY 212-977-3111
SEC Registered
Total AUM
$1.1B
Discretionary
$1B
Employees
21
Clients
251
Accounts
3,332
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.1B | $1B | $60.4M | 21 | 50 |
| Sep 2024 | $1B | $982.7M | $47.6M | 20 | 45 |
| Jul 2024 | $1B | $982.7M | $47.6M | 20 | 45 |
| May 2024 | $931.8M | $887.6M | $44.3M | 20 | 45 |
| Mar 2024 | $931.8M | $887.6M | $44.3M | 20 | 45 |
| Oct 2023 | $789.3M | $751.2M | $38.1M | 20 | 28 |
| Sep 2023 | $789.3M | $751.2M | $38.1M | 20 | 28 |
| Sep 2023 | $789.3M | $751.2M | $38.1M | 20 | 28 |
| May 2023 | $789.3M | $751.2M | $38.1M | 20 | 28 |
| Apr 2023 | $789.3M | $751.2M | $38.1M | 20 | 28 |
| Mar 2023 | $789.3M | $751.2M | $38.1M | 20 | 28 |
| Dec 2022 | $944.1M | $901.7M | $42.4M | 19 | 20 |
| Mar 2022 | $944.1M | $901.7M | $42.4M | 19 | 20 |
| Mar 2022 | $944.1M | $901.7M | $42.4M | 19 | 20 |
| Mar 2022 | $805.2M | $769.8M | $35.4M | 18 | 0 |
| Jul 2021 | $805.2M | $769.8M | $35.4M | 18 | 0 |
| Mar 2021 | $805.2M | $769.8M | $35.4M | 18 | 0 |
| Dec 2020 | $773.2M | $740.2M | $33M | 18 | 0 |
| Oct 2020 | $0 | $0 | $0 | 18 | 0 |
| Sep 2020 | $0 | $0 | $0 | 18 | 0 |
DateMar 2025
Total AUM$1.1B
Discretionary$1B
Non-Disc.$60.4M
Employees21
Clients50
DateSep 2024
Total AUM$1B
Discretionary$982.7M
Non-Disc.$47.6M
Employees20
Clients45
DateJul 2024
Total AUM$1B
Discretionary$982.7M
Non-Disc.$47.6M
Employees20
Clients45
DateMay 2024
Total AUM$931.8M
Discretionary$887.6M
Non-Disc.$44.3M
Employees20
Clients45
DateMar 2024
Total AUM$931.8M
Discretionary$887.6M
Non-Disc.$44.3M
Employees20
Clients45
DateOct 2023
Total AUM$789.3M
Discretionary$751.2M
Non-Disc.$38.1M
Employees20
Clients28
DateSep 2023
Total AUM$789.3M
Discretionary$751.2M
Non-Disc.$38.1M
Employees20
Clients28
DateSep 2023
Total AUM$789.3M
Discretionary$751.2M
Non-Disc.$38.1M
Employees20
Clients28
DateMay 2023
Total AUM$789.3M
Discretionary$751.2M
Non-Disc.$38.1M
Employees20
Clients28
DateApr 2023
Total AUM$789.3M
Discretionary$751.2M
Non-Disc.$38.1M
Employees20
Clients28
DateMar 2023
Total AUM$789.3M
Discretionary$751.2M
Non-Disc.$38.1M
Employees20
Clients28
DateDec 2022
Total AUM$944.1M
Discretionary$901.7M
Non-Disc.$42.4M
Employees19
Clients20
DateMar 2022
Total AUM$944.1M
Discretionary$901.7M
Non-Disc.$42.4M
Employees19
Clients20
DateMar 2022
Total AUM$944.1M
Discretionary$901.7M
Non-Disc.$42.4M
Employees19
Clients20
DateMar 2022
Total AUM$805.2M
Discretionary$769.8M
Non-Disc.$35.4M
Employees18
Clients0
DateJul 2021
Total AUM$805.2M
Discretionary$769.8M
Non-Disc.$35.4M
Employees18
Clients0
DateMar 2021
Total AUM$805.2M
Discretionary$769.8M
Non-Disc.$35.4M
Employees18
Clients0
DateDec 2020
Total AUM$773.2M
Discretionary$740.2M
Non-Disc.$33M
Employees18
Clients0
DateOct 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees18
Clients0
DateSep 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees18
Clients0