Sonoma Private Wealth, LLC is a California-based wealth management firm and SEC-registered investment adviser that provides financial planning, portfolio management, family office and generational planning services to individuals and families. The firm emphasizes personalized planning and offers socially conscious/ESG-aligned investment options alongside traditional investment management.
Typically concerned with policies affecting financial services and investment advisers: securities regulation and fiduciary standards, retirement and tax policy that affect individual investors, regulation of financial advice and disclosure, and issues related to ESG/impact investing and client-directed investing options.
Revenue primarily from client advisory and asset-management fees (assets under management), with operating funding from service revenues rather than donations or public financing.
Founder/owner Richard C. Mordesovich; operates as an SEC-registered investment adviser and works with industry service providers and custody/clearing partners and professional networks common to independent RIAs.
Private company (registered investment adviser / wealth management firm, limited liability company)
