FERMATA ADVISORS, LLC
Doing business as FERMATA ADVISORS. SEC Form ADV profile.
Total regulatory AUM
$1,009,549,046
Discretionary
$707,571,804
Non-discretionary
$301,977,242
Firm details
- CRD number
- 305614
- SEC file number
- 801-117411
- Main office
- SONOMA, CA, United States
- Employees
- 26
- SEC status
- Approved
- Website
- https://richfinancial.com/
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.