Soa Wealth Advisors, LLC.
SOA Wealth Advisors, LLC, d/b/a Seasons of Advice Wealth Management, is an SEC-registered investment adviser headquartered in New York, NY. Founded in 2020 as the successor to an advisory business established in 2016 by Charles Hamowy, the firm serves primarily high net worth individuals (approximately 60% of clients), as well as other individual investors. As of March 2025, they employ around 20-21 people and provide personalized wealth management and portfolio services, including fixed income portfolios advised by PIMCO and held-away account management at independent custodians. The firm is focused on supporting individuals and families in the United States.
Investment Strategy
SOA Wealth Advisors provides comprehensive wealth management services primarily to high net worth individuals, focusing on personalized investment strategies that leverage diversified portfolios of equities and fixed income assets. The firm utilizes third-party managers such as PIMCO for specialized fixed income portfolios and manages held-away accounts across independent custodians. Their strategy emphasizes asset allocation, tax efficiency, and long-term capital appreciation tailored to each client’s goals, with ongoing rebalancing and risk management. They do not manage pooled investment vehicles, institutions, or pensions, and their approach centers on discretionary portfolio management, actively selecting holdings in large-cap equities, ETFs, and mutual funds for growth, value, and income generation.
Top Holdings
Equity Positions (874)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IWY | ISHARES RUSSELL TOP 200 GROWTH ETF | 11.80% | $68.9M | 251,619 | $146.55 | $273.65 | +$7.5M |
A AAPL | APPLE INC COM | 9.96% | $58.1M | 266,747 | $143.89 | $254.63 | +$11.1M |
V VOO | VANGUARD S&P 500 ETF | 5.57% | $32.5M | 53,054 | $385.41 | $612.38 | +$3.1M |
N NVDA | NVIDIA CORPORATION COM | 4.06% | $23.7M | 160,177 | $52.09 | $186.58 | +$4.3M |
M MSFT | MICROSOFT CORP COM | 3.17% | $18.5M | 124,227 | $327.95 | $517.95 | +$851.7K |