SONOMA PRIVATE WEALTH LLC

SONOMA PRIVATE WEALTH LLC of NOVATO, CA is an SEC-registered investment adviser (CRD 308547). Regulatory assets under management: $158.5M.

Registration

• CRD: 308547
• SEC file number: 801-125022
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 308547 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search