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| Sonoma Private Wealth LLC
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|---|---|
| CRD # | 308547 |
| SEC # | 801-125022 |
| CIK # | 0001965757 |
| AUM | 158.5 M (2026-05-13) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 415-806-0073 |
| Address | 7049 Redwood Blvd Novato, CA 94945 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 8.9 | ||
| Nvidia Corp | 4.5 | ||
| Sprott Physical Gold Trust | 3.4 | ||
| Apple Inc | 3.3 | ||
| Sprott Physical Gold & Silver Trust | 2.8 | ||
| Currencyshares Swiss Franc Trust | 1.7 | ||
| Johnson & Johnson | 1.6 | ||
| AT&T Inc | 1.6 | ||
| Alphabet Inc | 1.2 | ||
| J P Morgan Chase & Co | 1.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 34 | 15.0 |
| (b) Individuals (high net worth individuals) | 49 | 139.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 4.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 155 | 158.5 |
| By Discretionary | ||
| Discretionary | 137 | 136.7 |
| Non-Discretionary | 18 | 21.8 |
| Total | 155 | 158.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 158.5 | |
| Total | 155 | 158.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001965757] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 1 |
| Serves | Institutional, Retail |
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