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).
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Total Assets Under Management734MILLION
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Total Number of Accounts2,923ACCOUNTS
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Average Account Value$251,054
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AZ, CA, CO, HI, ID, LA, MD, MT, NE, OH, OR, PA, TX, UT, WA
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.