Sonja Michelle Elia
Investment adviser representative at Thepartners Wealth Management
10 yearsExperience
1 stateRegistered in
ChFC®Designation
$1.2BFirm assets
Are you Sonja Michelle Elia? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Thepartners Wealth ManagementApr 2026 to now
- Salvus Wealth Management, LLCApr 2016 to now
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 1 state (FL).
Thepartners Wealth Management
Legal name: The Partners Wealth Management, LLC
$1.2BAssets managed
6,212Clients
35Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5833378
- Firm CRD
- 314816