Sonoma West Advisors
Sonoma West Advisors is an SEC-registered ria with $255.9M assets under management (AUM, regulatory AUM), -5% over one year. See who owns Sonoma West Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 138687, SEC 801-127546, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $255.9M (2026-03-27)
- Firm type
- Ria
- Employees
- 1
- Clients
- 60
- CRD
- 138687
- Ownership
- MURPHY, NOEL, EDWARD
How much AUM does Sonoma West Advisors have?
Sonoma West Advisors reported $255.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Sonoma West Advisors?
Disclosed owners and executives of Sonoma West Advisors include MURPHY, NOEL, EDWARD. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.