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Fermata Advisors, LLC

● SEC registered since 2019CRD 305614SEC# 801-117411Sonoma, CA
Export (members)
Reg. AUM
$1.15B
Employees
24
Accounts
4,095
Location
Sonoma, CA

Fermata Advisors, LLC assets under management

Fermata Advisors, LLC operates as an SEC-registered investment adviser based in Sonoma, CA. The firm has been registered since 2019. It reports $1.1 billion in regulatory assets under management and employs 24 people.
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Fermata Advisors, LLC owners & executives

2 reported
NameTitleOwnershipSince
Christopher David Sipes ControlChief Compliance OfficerUnder 5%2019
Daren E Blonski ControlMemberOver 75%2019

Frequently asked questions

How much does Fermata Advisors, LLC manage?

Fermata Advisors, LLC reports $1.1 billion in regulatory assets under management on its Form ADV.

How many employees does Fermata Advisors, LLC have?

Fermata Advisors, LLC reports 24 employees.

Where is Fermata Advisors, LLC located?

Fermata Advisors, LLC is based in Sonoma, CA and has been SEC-registered since 2019.

Does Fermata Advisors, LLC disclose fund performance?

Fermata Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address539 Broadway, Suite a, Sonoma, CA 95476
Phone(707) 938-7414
Fax(707) 938-7535
Office hours8:30-4:30, Close At 3:30 On Friday
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$919.2M
Non-discretionary$226.1M
Total (RAUM)$1.15B