Sonoma Private Wealth LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Novato, CA. Its latest Form ADV filing, dated April 1, 2026, reports $158M in regulatory assets under management, 6 employees, 2 offices, and 155 accounts.
Assets Under Management
$158M
Employees
6
Offices
2 offices
Total Clients
85
Primary office
NOVATO, CA
7049 REDWOOD BLVD., SUITE 205, NOVATO, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 57.6% of total clients.
Top client categories% of clientsClients
1
HNWI
57.6%
49
2
Individuals
40.0%
34
3
Charitable
2.4%
2
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$158Mas of April 1, 2026
Discretionary86.3%
$137M
86% of total RAUM86.3%
Non-discretionary13.7%
$22M
14% of total RAUM13.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$158M
Total Accounts155
10Y AUM Change+$39M (+32.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee14:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.