NetworkยทFamily Office

Sonoma Private Wealth LLC

Unclaimed

๐Ÿ“ NOVATO, CA

Family Office
www.sonomaprivatewealth.com โ†—

SEC CRD #801-125022

About

Sonoma Private Wealth is a financial advisory firm focused on wealth management, financial planning, and ESG-aligned investment solutions for high-net-worth individuals.

Key Contact

RM

RICHARD MORDESOVICH

CHIEF COMPLIANCE OFFICER

๐Ÿ“ž (415) 806-0073

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AUM

$159M

Location

NOVATO, CA

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