SOPHRONIA WEALTH ADVISORS

Overview

Sophronia Wealth Advisors is an independent registered investment adviser that focuses on serving individual and family clients, with core services centered on financial planning, discretionary portfolio management for individuals and small businesses, and pension consulting. The firm charges a mix of percentage-of-AUM, hourly, and fixed fees, and operates with an owner-managed structure. Investment activity is concentrated in publicly traded securities and pooled vehicles, with a meaningful allocation to real‑estate alternatives managed through third‑party vendors. The adviser is not positioned as an ESG-focused manager and operates under a single-state registration profile.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices