SONOMA MOUNTAIN FINANCIAL LLC

SONOMA MOUNTAIN FINANCIAL LLC is an SEC-registered investment adviser (CRD 334099). Regulatory assets under management: $11.7M.

Registration

• CRD: 334099
• Type: Registered investment adviser
• Phone: (415) 702-0772
• Latest filing: 2026-02-04
• Regulatory AUM: $11.7M
• Discretionary AUM: $11.7M
• Clients: 1
• Accounts: 33

Business model

Compensation: Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 334099 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search