# Sophronia Wealth Advisors

Sophronia Wealth Advisors is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** https://sophroniawealth.com
- **LinkedIn:** https://www.linkedin.com/company/sophronia-wealth

## Regulatory record

- **CRD number:** 329967
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/329967

## About

Sophronia Wealth Advisors provides comprehensive wealth management services to successful Latino and Latina business owners. The firm specializes in helping clients structure finances, optimize wealth creation, and build and protect generational wealth, including diversification, cash flow, retirement, tax, and estate planning. It is a flat fee-only fiduciary advisor compensated solely by clients.

## Sectors

- Latino and Latina business owners and entrepreneurs

## Questions

### Does Sophronia Wealth Advisors invest directly, or does it commit to funds?

No public record exists of any direct investments, fund commitments, or co-investments attributed to Sophronia. Offices with this level of privacy often blend fund commitments across private equity, venture, and hedge funds with occasional direct co-investments sourced through those manager relationships. The allocation split is unknowable without a primary source.

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- [ASSETALIGN](https://altss.com/profile/assetalign)
- [TWOTEN PLANNING](https://altss.com/profile/twoten-planning-pllc)

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Last updated: 2026-08-11T15:08:11.274Z

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