Sonoma Private Wealth LLC
SEC RegisteredDoing Well By Doing Good.
About the firm
Sonoma Private Wealth offers financial planning that connects clients' wealth with their goals, values, and communities. The firm provides a range of planning services and investment solutions, including ESG-focused portfolios designed to align social conviction with investing.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Life Planning, Financial Planning, Wealth Planning, Generational Planning, Return on Life, Health Planning, and Investment Solutions including ESG (environmental, social and governance) strategies and portfolios.
Who they serve
People who want their portfolio to reflect their ethics and who seek to align their investments with their social goals, causes they believe in, and communities they support.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 34 | $15M |
| High Net Worth Individuals | 49 | $139M |
| State/Municipal Entities | 2 | — |
1 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
Data as of April 1, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Sonoma Private Wealth LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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