Sonoma Private Wealth LLC

Sonoma Private Wealth LLC (CRD# 308547) is a financial advisory firm headquartered in San Francisco, CA. They manage $144,227,052 in 224 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
268 Bush Street, #3926, San Francisco, CA 94104
http://www.sonomaprivatewealth.com
By the Numbers
  • Total Assets Under Management
    144
    MILLION
  • Total Number of Accounts
    224
    ACCOUNTS
  • Average Account Value
    $643,871
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Sonoma Private Wealth LLC
Showing 1 - 1 of 1 top financial advisors.
1
Richard Mordesovich, financial advisor Sonoma CA
Richard C. Mordesovich
CRD#: 2342709
Sonoma, CA

Richard Mordesovich (CRD# 2342709) is an Investment Advisor Representative working at Sonoma Private Wealth LLC in Sonoma, CA and has over 30 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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