Overview
Assets Under Management: $144 million
High-Net-Worth Clients: 43
Average Client Assets: $3 million
Frequently Asked Questions
SONOMA PRIVATE WEALTH 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 #308547), SONOMA PRIVATE WEALTH LLC is subject to fiduciary duty under federal law.
SONOMA PRIVATE WEALTH LLC serves 43 high-net-worth clients according to their SEC filing dated April 02, 2024. View client details ↓
According to their SEC Form ADV, SONOMA PRIVATE WEALTH LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
SONOMA PRIVATE WEALTH LLC manages $144 million in client assets according to their SEC filing dated April 02, 2024.
According to their SEC Form ADV, SONOMA PRIVATE WEALTH 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, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 43
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 89.53
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 224
Discretionary Accounts: 194
Non-Discretionary Accounts: 30
Regulatory Filings
CRD Number: 308547
Last Filing Date: 2024-04-02 00:00:00
Website: https://sonomaprivatewealth.com