Sonoma Allocations
Sonoma Allocations is an SEC-registered wealth manager in Santa Rosa, CA with $350.0M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Sonoma Allocations: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 335435, SEC 801-132529, data through 2026-04-16.
- AUM (assets under management / regulatory AUM)
- $350.0M (2026-04-16)
- Firm type
- Wealth Manager
- Location
- Santa Rosa, CA
- Employees
- 4
- Clients
- 332
- CRD
- 335435
- Ownership
- GOMES, TODD, ARTHUR; SEDILLO, BEN, FRANK
How much AUM does Sonoma Allocations have?
Sonoma Allocations reported $350.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-16).
Who owns Sonoma Allocations?
Disclosed owners and executives of Sonoma Allocations include GOMES, TODD, ARTHUR, SEDILLO, BEN, FRANK. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.