SONOMA PRIVATE WEALTH LLC
SEC Form ADV profile.
Total regulatory AUM
$158,459,375
Discretionary
$136,679,123
Non-discretionary
$21,780,252
Firm details
- CRD number
- 308547
- SEC file number
- 801-125022
- Main office
- NOVATO, CA, United States
- Employees
- 6
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.