Amazonia Wealth Management, LLC

Amazonia Wealth Management, LLC (CRD# 172963) is a financial advisory firm headquartered in Brooklyn, NY. They manage $5,700,000 in 22 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
134 North 4th Street, Second Floor, Brooklyn, NY 11249
https://amazoniawealth.com/
By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    22
    ACCOUNTS
  • Average Account Value
    $259,091
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, NY

Financial Advisors at Amazonia Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Marlena Sonn, financial advisor Brooklyn NY
Marlena Sonn
CRD#: 5593799
134 North 4th Street, Second Floor, Brooklyn, NY 11249

Marlena Sonn (CRD# 5593799) is an Investment Advisor Representative working at Amazonia Wealth Management, LLC in Brooklyn, NY and has over 12 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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