Sonoma West Advisors

Overview

Sonoma West Advisors is an independent, owner-operated registered investment adviser formed as an LLC and SEC-registered in 2023. The firm serves affluent individuals and families as well as institutional clients, delivering financial planning and portfolio management for individuals, small businesses and larger business or institutional entities. Its fee model mixes percentage-of-assets, hourly billing and fixed fees, allowing for both ongoing advisory relationships and project-based engagements. Investment activity is tilted toward public equities, with the firm showing a stated preference for exchange-traded equities as a core implementation vehicle. Sonoma West Advisors manages client portfolios on a primarily discretionary basis and supplements public-market exposure with third-party alternative investments, most notably private placements and mutual funds from external managers. The adviser does not position itself as a multi-state adviser or pension consultant and does not list ESG as an active focus.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices