Sonoma Allocations LLC
● SEC registered since 2025CRD 335435SEC# 801-132529Santa Rosa, CA
Reg. AUM
$350M
Employees
4
Accounts
902
Location
Santa Rosa, CA
Sonoma Allocations LLC assets under management
Sonoma Allocations LLC is a registered investment adviser overseen by the SEC based in Santa Rosa, CA. The firm has been registered since 2025. It reports $350 million in regulatory assets under management and employs 4 people.
Sonoma Allocations LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ben Frank Sedillo Control | Managing Partner | 50-75% | 2021 |
| Todd Arthur Gomes Control | Managing Partner And Chief Compliance Officer | 50-75% | 2021 |
Frequently asked questions
How much does Sonoma Allocations LLC manage?
Sonoma Allocations LLC reports $350 million in regulatory assets under management on its Form ADV.
How many employees does Sonoma Allocations LLC have?
Sonoma Allocations LLC reports 4 employees.
Where is Sonoma Allocations LLC located?
Sonoma Allocations LLC is based in Santa Rosa, CA and has been SEC-registered since 2025.
Does Sonoma Allocations LLC disclose fund performance?
Sonoma Allocations LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 50 Old Courthouse Square, Suite 300, Santa Rosa, CA 95404 |
| Phone | 707-490-8842 |
| Fax | 707-387-4014 |
| Office hours | 8:00 a.m. - 4:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$350M▲ 14%
Aug '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 58%
Larger than 42% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$350Mregulatory AUM
Discretionary $350M