Network·Family Office
📍 SONOMA, CA
SEC CRD #801-117411
They built Sonoma Wealth Advisors, a thriving investment advisory business in Northern California. They believe in the transformational power of lifelong ... Investment advisory services provided by Fermata Advisors, LLC, a registered investment advisor d/b/a Sonoma Wealth Advisors. Fermata Advisors LLC is registered as an investment advisor with the SEC FERMATA ADVISORS ( CRD # 305614/SEC#:801-117411 ) Approved 9/30/2019 NOTICE. An investment adviser is paid for providing advice about securities to clients.
CHRISTOPHER D. SIPES
CHIEF COMPLIANCE OFFICER
📞 (707) 938-7414
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AUM
$1.0B
Location
SONOMA, CA
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