# SONOMA PRIVATE WEALTH LLC

SONOMA PRIVATE WEALTH LLC of NOVATO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 308547
- Type: SEC-registered investment adviser
- SEC file number: 801-125022
- Location: 7049 REDWOOD BLVD., SUITE 205, NOVATO, CA, 94945
- Phone: 415-806-0073
- Latest filing: 2026-05-13
- Regulatory AUM: $158.5M
- Discretionary AUM: $136.7M
- Non-discretionary AUM: $21.8M
- Clients: 6
- Accounts: 155

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Charities, Other

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Richard Charles Mordesovich | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| MORDESOVICH RICHARD CHARLES | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/308547/brochure
- Similar advisers: https://search.stillhousedata.com/firm/308547/similar
- Related entities: https://search.stillhousedata.com/firm/308547/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/308547

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.