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FERMATA ADVISORS
FERMATA ADVISORS, LLC
CRD 305614 · SEC 801-117411
539 BROADWAY, SUITE A, SONOMA, CA, 95476, United States
Phone
(707) 938-7414
Fax
(707) 938-7535
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.01B
Discretionary AUM
$707.6M
Team
27 total employees; 13 advisory reps; 6 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 2122 | $239.7M |
| High net worth individuals | 693 | $448.3M |
| Pension/profit sharing plans | 787 | $302.0M |
| Charitable organizations | 24 | $5.6M |
| Corporations/business entities | 29 | $8.3M |
States served
AZ, CA, CO, ID, LA, MD, MT, NE, NV, OH, OR, PA, TN, UT, WA, TX, HI, FL
All web addresses on file
Official SEC filing: View on IAPD