Sonoma Private Wealth LLC
● SEC registered since 2022CRD 308547SEC# 801-125022Novato, CA
Reg. AUM
$158.5M
Employees
6
Accounts
155
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 $158.5 million in regulatory assets under management and employs 6 people.
Sonoma Private Wealth LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Richard Charles Mordesovich Control | Managing Member/Chief Compliance Officer | Over 75% | 2020 |
Frequently asked questions
How much does Sonoma Private Wealth LLC manage?
Sonoma Private Wealth LLC reports $158.5 million in regulatory assets under management on its Form ADV.
How many employees does Sonoma Private Wealth LLC have?
Sonoma Private Wealth LLC reports 6 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
| Address | 7049 Redwood Blvd., Suite 205, Novato, CA 94945 |
| Phone | 415-806-0073 |
| Fax | 415-358-5785 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$158.5M▲ 16%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 82%
Larger than 18% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$158.5Mregulatory AUM
Discretionary $136.7MNon-discretionary $21.8M