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Sonoma Private Wealth LLC

● SEC registered since 2022CRD 308547SEC# 801-125022Novato, CA
Export (members)
Reg. AUM
$136.7M
Employees
8
Accounts
221
Location
Novato, CA

Sonoma Private Wealth LLC assets under management

Sonoma Private Wealth LLC is a registered investment adviser overseen by the SEC based in Novato, CA. The firm has been registered since 2022. It reports $136.7 million in regulatory assets under management and employs 8 people.
www.sonomaprivatewealth.comView on SEC.gov ↗

Sonoma Private Wealth LLC owners & executives

1 reported
NameTitleOwnershipSince
Richard Charles Mordesovich ControlManaging Member/Chief Compliance OfficerOver 75%2020

Frequently asked questions

How much does Sonoma Private Wealth LLC manage?

Sonoma Private Wealth LLC reports $136.7 million in regulatory assets under management on its Form ADV.

How many employees does Sonoma Private Wealth LLC have?

Sonoma Private Wealth LLC reports 8 employees.

Where is Sonoma Private Wealth LLC located?

Sonoma Private Wealth LLC is based in Novato, CA and has been SEC-registered since 2022.

Does Sonoma Private Wealth LLC disclose fund performance?

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

Contact & registration

Address7049 Redwood Blvd., Suite 205, Novato, CA 94945
Phone415-806-0073
Fax415-358-5785
Office hours8:00 a.m. - 5:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$98.7M
Non-discretionary$38.1M
Total (RAUM)$136.7M