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SONOMA PRIVATE WEALTH LLC
CRD 308547 · SEC 801-125022
7049 REDWOOD BLVD., SUITE 205, NOVATO, CA, 94945, United States
Phone
415-806-0073
Fax
415-358-5785
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$158.5M
Discretionary AUM
$136.7M
Team
6 total employees; 3 advisory reps; 1 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersFAMILY OFFICE AND WEALTH PLANNING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 34 | $15.0M |
| High net worth individuals | 49 | $139.1M |
| Charitable organizations | 2 | $4.4M |
States served
CA, IL, NY, TX
All web addresses on file
Official SEC filing: View on IAPD