# Seasons of Advice Wealth Management Seasons of Advice Wealth Management is a Bank / Wealth / Trust based in New York, United States. ## Overview - **Organization type:** Bank / Wealth / Trust - **Headquarters:** New York, United States - **Region:** North America - **Address:** 120 West 45th Street, 14th Floor, New York, NY 10036, United States - **Founded:** 2020 - **Assets under management:** Undisclosed - **Website:** soawealth.com - **LinkedIn:** https://www.linkedin.com/company/seasons-of-advice-wealth-management-llc ## Regulatory record - **CRD number:** 310448 - **SEC file number:** 801-119603 - **Registration status:** APPROVED - **Latest Form ADV filing:** 2026-03-30T05:00:00.000Z - **Reports private funds:** No - **Private funds reported:** 0 ## About The firm was established in 2020 and is registered at 120 West 45th Street in Midtown Manhattan. Its marketing emphasizes a fiduciary duty to clients and a proprietary framework — one that segments advice into winter goal tracking, spring asset allocation, summer cash flow review, and fall tax planning. Beyond the seasonal branding, no founding principals or executive team members are identified on the public website. Seasons of Advice presents custom-designed portfolios spanning growth, income, tax efficiency, and socially responsible investing. It references a trademarked phrase — "Your Money, Your Choice" — and promotes a related newsletter, The Socially Inspired Investor. The firm offers insurance consulting alongside investment management, but it does not disclose any specific asset-class allocations, named portfolio holdings, or direct deal participation. Its geographic footprint remains concentrated in New York, with no additional offices or regional coverage detailed. The firm's website features numerous client testimonials collected via Wealthtender, primarily dated between July and September 2025. These cite first-name-only advisors — Charlie, Chris, Mark, Charles, Preston, Steve, and Laura Hyman — but the firm's own team page does not list formal roles or headcount. No recent operational events, fund launches, or regulatory filings within the last 24 months have been surfaced through primary sources. Seasons of Advice differentiates structurally through its seasonal, life-cycle-based planning rhythm rather than a discrete asset-gathering or institutional-model architecture. The firm operates as a direct-to-client wealth manager without an external co-investor network, multi-family-office platform, or publicly known philanthropic vehicle. Its governance and succession structure remain opaque, constrained by the absence of disclosed leadership or ownership records. ## Questions ### Who runs investment decisions at Seasons of Advice Wealth Management? The firm does not publicly name any executive, portfolio manager, or investment committee member on its website. Client testimonials reference first-name-only advisors such as Charlie, Chris, Mark, Charles, Preston, Steve, and Laura Hyman, but no formal roles or decision-making structure is disclosed. ### What is the seasonal planning framework Seasons of Advice uses? The firm segments its financial planning process around a proprietary four-season model. Winter focuses on goal tracking, spring on asset allocation, summer on family security and cash flow review, and fall on tax planning. This cycle is intended to align financial advice with natural life stages. ### Does Seasons of Advice disclose its assets under management or track record? No. As of mid-2026, the firm provides no public AUM figure, performance data, or investment track record. Its website relies on client testimonials from Wealthtender for social proof rather than independently verifiable metrics. ### What types of investment offerings does Seasons of Advice provide? The firm describes custom-designed strategies tailored to individual client goals, including growth, income, tax efficiency, and socially responsible investing. It also offers insurance consulting, but it does not list specific fund structures, model portfolios, or asset-class exposures. ### Where is Seasons of Advice Wealth Management physically located? Its sole disclosed office is at 120 West 45th Street, 14th Floor, New York, NY 10036. The firm's contact page provides a phone number — 855 MY-SEASONS or (212) 977-3111 — and a web contact form, but lists no additional offices or satellite locations. ## Related profiles - [Seasonal Strategy](https://altss.com/profile/seasonal-strategy) - [Seasons Wealth](https://altss.com/profile/seasons-wealth) --- Updated: 2026-06-03T20:00:00.000Z Canonical page: https://altss.com/profile/seasons-of-advice-wealth-management Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology