Sona Wealth

Sona Wealth

Sona Wealth is a New York-based multi-family office serving ultra-high-net-worth families. Its founding team and exact launch year remain undisclosed in public records, but the firm positions itself as an advisor-led allocator rather than a product manufacturer. The firm structures its investment approach around private credit, real estate, infrastructure, and hedge funds — asset classes it sources through direct deals and co-investments alongside external managers. It avoids the commingled fund model, instead tailoring each allocation to individual family mandates. Sona Wealth's known exposure includes U.S. middle-market private credit funds and opportunistic real estate vehicles. Sona Wealth does not publicly disclose AUM or team size. The firm operates from its New York headquarters and has not confirmed additional offices. Its public presence is minimal — no team biographies, investment track record, or recent press coverage are available through open-source research. What distinguishes Sona Wealth from peer multi-family offices is its strict alignment as a pure allocator — it does not raise external capital, does not manage a commingled fund, and derives revenue solely from advisory fees charged to families. This structure allows it to negotiate direct access to manager capacity that pooled vehicles cannot replicate.