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FORM ADV PART 2B
Sonoma West Advisors (CRD 138687), brochure dated March 27, 2026. Text extracted from the firm's SEC Form ADV Part 2 brochure.
View firm on SEC ↗ · Current Form ADV (PDF) ↗
Part 2B Form ADV Brochure Supplement
Noel Murphy
Sonoma West Advisors
PO Box 321
Calistoga, CA 94515
(415) 497-7533
nmurphy@sonomawestadvisors.com
This brochure supplement provides
information about Noel Murphy that
supplements the Sonoma West Advisors brochure. You should have received a copy
of that brochure. Please contact the firm if you have not received this brochure or if
you have questions about the contents of this supplement.
Additional information about Noel Murphy is available on the SEC’s website at
www.adviserinfo.sec.gov
Noel Murphy
Education Background and Business Experience
Year of birth: 1965
Education: Bachelor of Science, University of San Francisco, CA1990
Professional designation: Certified Public Accountant – California (not practicing)
Business background:
DTS Group LLC/Sonoma West Advisors
Private Capital Management
12 (technology venture fund)
Thomas Weisel Partners
Montgomery Securities
Deloitte
2006 – Present
2003 - 2005 Advisor
2000 - 2002 CFO
1999 - 2000 Vice President
1997 - 1999 Principal
1991 - 1997 Manager
Disciplinary Information
Noel Murphy has never been involved in or subject to a customer complaint,
disciplinary action, civil complaint, administrative or self-regulatory organization
proceeding. He has never been the subject of a bankruptcy petition.
Other Business Activities
Noel Murphy is not engaged in any other business activities apart from his
responsibilities at Sonoma West Advisors.
Additional Compensation
Noel Murphy receives compensation from providing advisory services solely from his
responsibilities at Sonoma West Advisors. He is currently a volunteer firefighter &
EMR for Sonoma County Fire District. He has and will receive a non-material amount
of compensation for performance of specific fire & rescue duties.
Supervision
Noel Murphy, as the sole advisor to Sonoma West Advisors is responsible for all
supervision and compliance functions for the firm.