WEALTHFOLIO ADVISORS LLC

WEALTHFOLIO ADVISORS LLC of SONOMA, CA is an SEC-registered investment adviser (CRD 298857). Regulatory assets under management: $51.1M.

Registration

• CRD: 298857
• Type: Registered investment adviser
• Location: 645 FIRST STREET WEST SUITE B, SONOMA, CA, 95476
• Phone: (707) 721-6857
• Latest filing: 2026-03-18
• Regulatory AUM: $51.1M
• Discretionary AUM: $49.0M
• Non-discretionary AUM: $2.1M
• Clients: 2
• Accounts: 276

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 298857 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search