SEASONS OF ADVICE WEALTH MANAGEMENT

Legal name: SOA WEALTH ADVISORS, LLC

CRD 310448File 801-119603

APPROVED

Retail clients

Custody

Filing as of Mar 30, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.22B

Above cohort median (national)

Discretionary AUM

$1.15B

Non-discretionary $69.5M

Clients

891

3,504 accounts

Employees

Above cohort median in NY

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: NYRO
Registration date: Oct 20, 2020
Principal office: 120 WEST 45TH STREET, NEW YORK, NY, 10036
Phone: 212-977-3111
Website: http://www.soaplanning.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.22B
Discretionary AUM: $1.15B
Non-discretionary AUM: $69.5M
Discretionary accounts: 3,399
Non-discretionary accounts: 105
Total accounts: 3,504
AUM per client: $1.4M

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	368	$1.05B
Individuals (other than high net worth individuals)	523	$164.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Fixed fees
Other (described) — REVENUE SHARING WITH OUR AFFILIATE, FOCUS RISK SOLUTIONS.
A percentage of assets under your management

Advisory activities

Other advisory activities
Financial planning services
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.