Sona Wealth, Sona Wealth Management, Sona Wealth Advisors

Overview

Sona Wealth operates as an independent registered investment adviser organized as an LLC and based in Minnesota. The firm is individually owned and serves primarily individual and family clients. Its advisory menu includes financial planning, portfolio management for individuals and small businesses, pension consulting services, and educational seminars or workshops. Fee arrangements are flexible: Sona Wealth charges a percentage of assets under management and can also bill hourly, via subscription, or with fixed fees. The firm does not identify as an active ESG investor and does not position itself as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices