Sonoma Private Wealth LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$136,746,367
Total clients
64
67% high-net worth
Total advisors
3
of 8 employees
Firm size
Supported
1-3 advisors, or $200M+ in AUM
Average clients per advisor
21
Average account size
$2,136,662
Client services
Fee options
Typically $3,500 for a financial plan, fee is negotiable depending on complexity and scope.
$0 - $1,000,000: 1.25% Over $1,000,000+: 1.00%
$350 per hour for financial planning and family office/wealth planning services, negotiable depending on complexity and scope.
Account minimum: $1,000,000
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Sonoma Private Wealth LLC
Sonoma CA, United States
Number of offices
3
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