CRD: 329967
Sophronia Wealth Advisors
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-01-2023
- Office Locations
- 1
Office Locations
About Sophronia Wealth Advisors
Sophronia Wealth Advisors is a Texas-registered, flat-fee, fee-only RIA providing comprehensive wealth management and financial planning for Latino/Latina business owners and other households. Planning covers cash flow, tax, retirement and estate strategies, diversification, and generational-wealth protection. The firm acts as a fiduciary and is affiliated with communities such as XY Planning Network and NAPFA; custody relationships include Altruist and Charles Schwab.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MIGUEL ANGEL GOMEZ GARCIA
Chief Compliance Officer, President
- CRD
- #5451641
- Ownership
- 50% but less than 75%
Silvia Karina Nava
ADMINISTRATIVE ASSISTANT
- CRD
- --
- Ownership
- 25% but less than 50%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,784,397 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,784,397 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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