CRD: 281976
Sona Wealth, Sona Wealth Management, Sona Wealth Advisors
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- Custodian
- Charles Schwab & Company ยท Wells Fargo
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-13-2016
- Office Locations
- 1
Office Locations
About Sona Wealth, Sona Wealth Management, Sona Wealth Advisors
Sona Wealth Advisors is a fee-only fiduciary RIA serving financially savvy professionals and families preparing for retirement, already retired, or navigating equity-comp complexity. The firm emphasizes connected, forward-looking financial planning and portfolio management focused on steady, tax-smart income, longevity, and legacy goals. Advisor Mark Struthers has been quoted or featured in outlets including WSJ, Bloomberg, CNN Money, and Nasdaq.
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Owner & Executives
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MARK ANDREW STRUTHERS
Wealth Advisor
- CRD
- #2964216
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,033,588 | -- |
| Non-Discretionary | $0 | -- |
| Total | $14,033,588 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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