Sonoma Private Wealth LLC
Sonoma Private Wealth LLC is an SEC-registered wealth manager with $158.5M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Sonoma Private Wealth LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 308547, SEC 801-125022, data through 2026-05-13.
- AUM (assets under management / regulatory AUM)
- $158.5M (2026-05-13)
- Firm type
- Wealth Manager
- Employees
- 6
- Clients
- 85
- CRD
- 308547
- Ownership
- MORDESOVICH, RICHARD, CHARLES
How much AUM does Sonoma Private Wealth LLC have?
Sonoma Private Wealth LLC reported $158.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-13).
Who owns Sonoma Private Wealth LLC?
Disclosed owners and executives of Sonoma Private Wealth LLC include MORDESOVICH, RICHARD, CHARLES. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.