Fermata Advisors, LLC
● SEC registered since 2019CRD 305614SEC# 801-117411Sonoma, CA
Reg. AUM
$1.01B
Employees
26
Accounts
3,879
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 billion in regulatory assets under management and employs 26 people.
Fermata Advisors, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher David Sipes Control | Chief Compliance Officer | 25-50% | 2019 |
| Daren E Blonski Control | Member | Over 75% | 2019 |
Frequently asked questions
How much does Fermata Advisors, LLC manage?
Fermata Advisors, LLC reports $1 billion in regulatory assets under management on its Form ADV.
How many employees does Fermata Advisors, LLC have?
Fermata Advisors, LLC reports 26 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
| Address | 539 Broadway, Suite a, Sonoma, CA 95476 |
| Phone | (707) 938-7414 |
| Fax | (707) 938-7535 |
| Office hours | 8:30-4:30, Close At 3:30 On Friday |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.01B▼ 12%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 33%
Larger than 67% of 16,271 advisers
EmployeesTop 20%
More than 80% of 16,825 advisers
Assets under management
$1.01Bregulatory AUM
Discretionary $707.6MNon-discretionary $302M