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They include 49 high-net-worth individuals, 34 individual clients and 2 charitable organizations.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 16 September 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Sonoma Private Wealth offer?","answer":"Sonoma Private Wealth provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Sonoma Private Wealth use?","answer":"Sonoma Private Wealth’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $94.6M and Fidelity Distributors Company LLC (Smithfield, RI), with $56.3M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 16 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Sonoma Private Wealth have?","answer":"Sonoma Private Wealth has 2 investment adviser representatives registered with state securities authorities, out of 6 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Sonoma Private Wealth invest in?","answer":"At the end of its last fiscal year, Sonoma Private Wealth’s separately managed accounts held 38% exchange-traded equities, 34% registered funds (mutual funds, ETFs, BDCs), 11% cash and equivalents, 10% U.S. government and agency bonds, 5% state and local bonds and 2% other. The 2% other category is described as: Non-Publicly Traded Reit, Oz Funds, Annuities & Private Equity.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Sonoma Private Wealth?","answer":"Sonoma Private Wealth’s direct owner is Richard Mordesovich (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 16 September 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Sonoma Private Wealth get paid?","answer":"Sonoma Private Wealth is paid through a percentage of assets under management, hourly charges and fixed fees. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}