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Sona Wealth
SONA Wealth is a state-registered investment adviser. It manages approximately $14 million in regulatory assets. The firm has 1 employee and 1 investment...
Overview
SONA Wealth is a state-registered investment adviser. It manages approximately $14 million in regulatory assets. The firm has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, NY, United States
Sector focus
Frequently asked questions
What fee model does Sona Wealth use?
Sona Wealth charges advisory fees directly to the client families it serves. It does not raise external capital or earn carried interest, which aligns its revenue with advice rather than fund performance (per the firm's positioning).
Does Sona Wealth invest in private equity or venture capital?
The firm's disclosed asset-class focus includes private credit, real estate, and hedge funds. Public records do not show direct private equity or venture capital allocations as a core strategy.
Where does Sona Wealth have offices?
Sona Wealth is headquartered in New York City. No additional office locations are confirmed in public sources.
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