Sophronia Wealth Advisors
Firm details
- Headquarters
- El Paso, Texas
- CRD number
- 329967
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI70.13%
- Individuals29.87%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Sophronia Wealth Advisors is a small, independent registered investment adviser that serves individual and family clients. The firm offers financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its stated billing mix includes a percentage-of-AUM fee model alongside hourly and fixed-fee engagements. The adviser is structured as a corporation with individual ownership and is not positioned as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities46%
- Cash & Cash Equivalents28%
- Public Funds/Mutual Funds26%
Owners & executives
1 of 1
Miguel Gomez Garcia
President, Chief Compliance OfficerCRD 5451641
Contacts
3 of 3Silvia Nava
ShareholderCRD 7871034
Antonio Nava
ShareholderCRD 7871039
Luis Gonzalez
Client Services AssociateCRD 8338333
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
El Paso, TX
El Paso
Location
El Paso, TX
Headquartered in El Paso, TX, anchoring the El Paso-Las Cruces, TX-NM metro in the South.
- Metro area
- El Paso-Las Cruces, TX-NM
- Region
- South
- County
- El Paso
- Address
- 311 Montana Ave
- Time zone
- CT (UTC-6)
- Office locations
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