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Building 2SONOMA PRIVATE WEALTH LLC

Map pinNOVATO, CA
Phone415-806-0073
NotebookSEC #801-125022
Total AUM
$158.5M
Employees
6
Clients
85

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7049 REDWOOD BLVD.
SUITE 205
NOVATO
CA 94945
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
415-806-0073
Other Offices
3

ReceiptFinancials

Total AUM
$158.5M
Accounts
155
Discretionary
$136.7M
Accounts
137
Non-Discretionary
$21.8M
Accounts
18

ContactClients

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Individual Clients
34
AUM
$15M
HNW Individual Clients
49
AUM
$139.1M
Charitable Organization Clients
2
AUM
$4.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
FAMILY OFFICE AND WEALTH PLANNING SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAILNYTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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