Overview
Assets Under Management: $148 million
Headquarters: SPRING, TX
High-Net-Worth Clients: 42
Average Client Assets: $2.5 million
Frequently Asked Questions
SONNET, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #282882), SONNET, LLC is subject to fiduciary duty under federal law.
SONNET, LLC is headquartered in SPRING, TX.
SONNET, LLC serves 42 high-net-worth clients according to their SEC filing dated March 25, 2026. View client details ↓
According to their SEC Form ADV, SONNET, LLC offers portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
SONNET, LLC manages $148 million in client assets according to their SEC filing dated March 25, 2026.
According to their SEC Form ADV, SONNET, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 42
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 70.58%
Average Client Assets: $2.5 million
Total Client Accounts: 484
Discretionary Accounts: 419
Non-Discretionary Accounts: 65
Regulatory Filings
CRD Number: 282882
Filing ID: 2082746
Last Filing Date: 2026-03-25 16:04:20