Sonoma Wealth Advisors

Sonoma Wealth Advisors (CRD# 305614) is a financial advisory firm headquartered in Sonoma, CA. They manage $733,830,008 in 2,923 accounts and serve the financial needs of clients across 15 states (or territories).

By the Numbers
  • Total Assets Under Management
    734
    MILLION
  • Total Number of Accounts
    2,923
    ACCOUNTS
  • Average Account Value
    $251,054
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, HI, ID, LA, MD, MT, NE, OH, OR, PA, TX, UT, WA

Financial Advisors at Sonoma Wealth Advisors
Showing 1 - 10 of 14 top financial advisors.
1
Daren E. Blonski
CRD#: 5974079
539 Broadway, Suite A, Sonoma, CA 95476

Daren Blonski (CRD# 5974079) is an Investment Advisor Representative working at Sonoma Wealth Advisors in Sonoma, CA and has over 12 years of experience in the finance industry.

2
Todd A. Gomes
CRD#: 5128533
539 Broadway, Suite A, Sonoma, CA 95476

Todd Gomes (CRD# 5128533) is an Investment Advisor Representative working at Sonoma Wealth Advisors in Sonoma, CA and has over 17 years of experience in the finance industry.

3
Mason G. Moore
CRD#: 6863231
539 Broadway, Suite A, Sonoma, CA 95476

Mason Moore (CRD# 6863231) is an Investment Advisor Representative working at Sonoma Wealth Advisors in Sonoma, CA and has over 5 years of experience in the finance industry.

4
Kevin C. Morrow
CRD#: 1752418
50 Old Courthouse Square, Suite 300, Santa Rosa, CA 95401

Kevin Morrow (CRD# 1752418) is an Investment Advisor Representative working at Sonoma Wealth Advisors in Santa Rosa, CA and has over 29 years of experience in the finance industry.

5
William S. Murray
CRD#: 2779868
539 Broadway, Suite A, Sonoma, CA 95476

William Murray (CRD# 2779868) is an Investment Advisor Representative working at Sonoma Wealth Advisors in Sonoma, CA and has over 27 years of experience in the finance industry.

6
Zachary Paul
CRD#: 6372655
539 Broadway, Suite A, Sonoma, CA 95476

Zachary Paul (CRD# 6372655) is an Investment Advisor Representative working at Sonoma Wealth Advisors in Sonoma, CA and has over 9 years of experience in the finance industry.

7
Ben F. Sedillo
CRD#: 5404747
539 Broadway, Suite A, Sonoma, CA 95476

Ben Sedillo (CRD# 5404747) is an Investment Advisor Representative working at Sonoma Wealth Advisors in Sonoma, CA and has over 16 years of experience in the finance industry.

8
Christopher D. Sipes
CRD#: 5849183
539 Broadway, Suite A, Sonoma, CA 95476

Christopher Sipes (CRD# 5849183) is an Investment Advisor Representative working at Sonoma Wealth Advisors in Sonoma, CA and has over 13 years of experience in the finance industry.

9
Russell D. Van Sistine
CRD#: 6491510
539 Broadway, Suite A, Sonoma, CA 95476

Russell Van Sistine (CRD# 6491510) is an Investment Advisor Representative working at Sonoma Wealth Advisors in Sonoma, CA and has over 8 years of experience in the finance industry.

10
Silvio G. Bettinelli
CRD#: 7798586
Napa, CA

Silvio Bettinelli (CRD# 7798586) is an Investment Advisor Representative working at Sonoma Wealth Advisors in Napa, CA and has 1 year of experience in the finance industry.

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