SONOMA WEST LLC
Doing business as SONOMA WEST ADVISORS. SEC Form ADV profile.
Total regulatory AUM
$255,942,537
Discretionary
$222,168,528
Non-discretionary
$33,774,009
Firm details
- CRD number
- 138687
- SEC file number
- 801-127546
- Employees
- 1
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.