Active
SONOMA PRIVATE WEALTH LLC
Investment Advice
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$136.7M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 98.7M |
| Non-Discretionary | 38.1M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 308547 |
| SEC Number | 801-125022 |
| Phone | 415-806-0073 |
| Fax | 415-358-5785 |
| Total Employees | 8 |
Client Count by Type (66 Total)
| Category | Value |
|---|---|
| High Net Worth Individual… | 43 |
| Individuals (other than H… | 21 |
| Charitable Organizations | 2 |
County data not available for this organization.