Sona Wealth, Sona Wealth Management, Sona Wealth Advisors

Overview

Sona Wealth operates as an independent registered investment adviser structured as a limited liability company and owned by an individual. The firm serves primarily individual and family clients, providing financial planning, portfolio management for individuals and small businesses, pension consulting services and educational seminars. Its investment approach is equity-biased, using exchange-traded securities as the primary building blocks of client portfolios and running fully discretionary mandates for most clients. Portfolios appear to be constructed through separately managed account (SMA) relationships held at a single custodian, with a focus on liquid, exchange-traded instruments that allow for active rebalancing and tax-aware management. The firm is not an active ESG investor and is not organized as a multi-state or multi-affiliate advisory platform. Fee arrangements are flexible — including percentage of AUM, hourly, subscription and fixed-fee options — which supports both traditional wealth-management relationships and smaller or advisory-only engagements.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices