Key facts
- Status: Acquired/Merged (Operating Subsidiary).
Leadership
- Christopher ConigliaroPresident and Chief Investment Officer
- Saad TahirPartner and Senior Vice President, Investments and Operations
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- ·The full record, as it builds
Funding rounds
No funding rounds for Seasons of Advice Wealth Management are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Seasons of Advice Wealth Management
Provider of wealth management services designed to help individuals comfortably and confidently build wealth. The company offers financial planning, investment management and insurance-related services to high-net-worth clients, thereby helping to achieve their financial potential.
- Sector
- Financial Services
- HQ
- New York, NY, United States
- Employees
- 22
- Website
- soawealth.com/
- Ownership
- Acquired/Merged (Operating Subsidiary)
Seasons of Advice Wealth Management doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Seasons of Advice Wealth Management shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Seasons of Advice Wealth Management in its N-PORT filings yet. We sweep new filings monthly.