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SOPHRONIA WEALTH ADVISORS
SOPHRONIA WEALTH ADVISORS, INC.
CRD 329967
311 MONTANA AVE, STE. A2-12, EL PASO, TX, 79902, United States
Phone
949-695-8533
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$7.8M
Discretionary AUM
$7.8M
Team
3 total employees; 1 advisory reps; 28 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 7 | $2.3M |
| High net worth individuals | 3 | $5.5M |
All web addresses on file
Official SEC filing: View on IAPD