Overview
Assets Under Management: $308 million
Headquarters: SANTA ROSA, CA
High-Net-Worth Clients: 80
Average Client Assets: $2 million
Frequently Asked Questions
SONOMA ALLOCATIONS 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 #335435), SONOMA ALLOCATIONS LLC is subject to fiduciary duty under federal law.
SONOMA ALLOCATIONS LLC is headquartered in SANTA ROSA, CA.
SONOMA ALLOCATIONS LLC serves 80 high-net-worth clients according to their SEC filing dated August 27, 2025. View client details ↓
According to their SEC Form ADV, SONOMA ALLOCATIONS LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
SONOMA ALLOCATIONS LLC manages $308 million in client assets according to their SEC filing dated August 27, 2025.
According to their SEC Form ADV, SONOMA ALLOCATIONS LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 80
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 51.95
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 815
Discretionary Accounts: 815
Regulatory Filings
CRD Number: 335435
Filing ID: 2011471
Last Filing Date: 2025-08-27 14:48:00
Website: https://yahoo.com