Sonoma West LLC
● SEC registered since 2023CRD 138687SEC# 801-127546
Reg. AUM
$255.9M
Employees
1
Accounts
167
Location
—
Sonoma West LLC assets under management
Sonoma West LLC is a registered investment adviser overseen by the SEC. The firm has been registered since 2023. It reports $255.9 million in regulatory assets under management and employs 1 people.
Sonoma West LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Noel Edward Murphy Control | Principal, Chief Executive Officer, And Chief Compliance Officer | Over 75% | 2005 |
Frequently asked questions
How much does Sonoma West LLC manage?
Sonoma West LLC reports $255.9 million in regulatory assets under management on its Form ADV.
How many employees does Sonoma West LLC have?
Sonoma West LLC reports 1 employees.
Does Sonoma West LLC disclose fund performance?
Sonoma West LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 415 497-7533 |
| Office hours | 8:00a.m. - 6:00p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$255.9M▼ 5%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 67%
Larger than 33% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$255.9Mregulatory AUM
Discretionary $222.2MNon-discretionary $33.8M