Socratic Wealth Advisors, LLC is a U.S. Securities and Exchange Commission (SEC) Registered Investment Advisor (RIA) based in Los Angeles, California. The firm operates on a fiduciary basis, meaning it is legally obligated to act in its clients' best interests. It offers comprehensive financial planning, investment management, and retirement planning services to individuals, families, and business owners, focusing on creating personalized strategies to help clients achieve their long-term financial goals.

Founded in

United States