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SONOMA PRIVATE WEALTH LLC
CRD 308547File 801-125022
APPROVED
Retail clients
Custody
Filing as of May 13, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$158.5M
Bottom 25% of cohort (national)
Discretionary AUM
$136.7M
Non-discretionary $21.8M
Clients
85
155 accounts
Employees
6
Bottom 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- May 13, 2022
- Principal office
- 7049 REDWOOD BLVD., SUITE 205, NOVATO, CA, 94945
- Phone
- 415-806-0073
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $158.5M
- Discretionary AUM
- $136.7M
- Non-discretionary AUM
- $21.8M
- Discretionary accounts
- 137
- Non-discretionary accounts
- 18
- Total accounts
- 155
- AUM per client
- $1.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $4.4M |
| High net worth individuals | 49 | $139.1M |
| Individuals (other than high net worth individuals) | 34 | $15.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.