# Sona Wealth, Sona Wealth Management, Sona Wealth Advisors

> Sona Wealth, Sona Wealth Management, Sona Wealth Advisors is a state-registered investment advisory firm, registered since 2023, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 18, 2026.

- CRD: 281976
- Filed as: SONA WEALTH, SONA WEALTH MANAGEMENT, SONA WEALTH ADVISORS
- Legal name: Sona Financial, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Minnesota
- Filing period: October 2026
- Form ADV filing dated: March 18, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/281976
- AdvisorCensus page: https://advisorcensus.com/firm/sona-wealth-sona-wealth-management-sona-wealth-advisors-281976

## Quick answers

**How is Sona Wealth, Sona Wealth Management, Sona Wealth Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Sona Wealth, Sona Wealth Management, Sona Wealth Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges; subscription fees (for a newsletter or periodical); fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Sona Wealth, Sona Wealth Management, Sona Wealth Advisors registered with the SEC or a state?**
Sona Wealth, Sona Wealth Management, Sona Wealth Advisors is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 281976.

**How much does Sona Wealth, Sona Wealth Management, Sona Wealth Advisors manage?**
Sona Wealth, Sona Wealth Management, Sona Wealth Advisors reports $14,033,588 in regulatory assets under management in its Form ADV filing dated March 18, 2026 (100% discretionary).

**What types of clients does Sona Wealth, Sona Wealth Management, Sona Wealth Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (22).

**Does Sona Wealth, Sona Wealth Management, Sona Wealth Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/281976

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $14,033,588
- Discretionary: $14,033,588
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 22 | $14,033,588 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops

### Firm details
- Registered since: 2023 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- sonafinancial.com
- sonawealthadvisors.com
- Facebook @Sona-Wealth-104853028069204
- Facebook @sonafinancial
- Instagram @_mark_struthers
- Instagram @sonawealth
- LinkedIn @sona-financial-llc
- LinkedIn @mark-struthers-cfp®-cfa-5a27177a
- Threads @sonawealth
- X @SonaWealth

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sona Wealth, Sona Wealth Management, Sona Wealth Advisors (CRD 281976): Form ADV filing data as of October 2026.