$1.0B Total AUM
$707.6M Disc. AUM
21.9% 3Y CAGR
26 Employees
3,885 ADV. Clients
6 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Value deltaElement north +more
- Established Date
- 09-30-2019
- Office Locations
- 8
Office Locations
1010 Racquet Club Dr., Ste. 107 Auburn CA
2452 Lakewest Drive Chico CA
250 D Street Suite 204 Santa Rosa CA
About Fermata Advisors
Sonoma Wealth Advisors is a Northern California advisory firm focused on best-interest guidance delivered with a collaborative, relationship-driven approach. The team emphasizes trust, transparency, and staying connected while helping clients clarify goals, navigate obstacles, and plan a path forward as their wealth journey evolves.
Team overview
29 AVG AGE
$84.1M AVG AUM / ADVISOR
$259.9K AVG AUM / CLIENT
4 yrs AVG TENURE
26 Employees
12 Advisory Reps
12 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Focus atlas Optima momentum Frontier glacier
Investment Themes
Beacon Vital oak
Investment Vehicles
Ridge fusion
Services
Vital catalyst Meridian momentum Legacy optima Pioneer Element catalyst Ember bridge Pathway ember Foundation Legacy
Technology
Zenith element Optima Zenith
Owner & Executives
DAREN E BLONSKI
Wealth Advisor
- CRD
- #5974079
- Ownership
- 75% or more
(869) 300-1867
foundation.element@pathwaycapital.com
in linkedin.com/in/ember-oak
CHRISTOPHER DAVID SIPES
Chief Compliance Officer, Principal
- CRD
- #5849183
- Ownership
- 25% but less than 50%
(829) 618-4115
pathway.optima@frontiercapital.com
in linkedin.com/in/matrix-vital
Showing 2 of 2 owners & executives
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Silvio Gaetano Bettinelli
Financial Advisor
- CRD
- #7798586
(638) 637-3153
momentum.radial@signalcapital.com
in linkedin.com/in/momentum-matrix
Clayton J Dunkle
Financial Advisor, General Partner
- CRD
- #7271260
(271) 436-4212
eagle.value@legacycapital.com
in linkedin.com/in/signal-crest
W
Wave insight
Pioneer vertex
- CRD
- #15234
(950) 953-9651
frontier.ridge@optimacapital.com
in linkedin.com/in/summit-unison
Showing 2 of 13 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $707,571,804 | $228,840 |
| Non-Discretionary | $301,977,242 | $383,707 |
| Total | $1,009,549,046 | $260,260 |
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Separately Managed Accounts
Total SMA Asset: $1,009,549,046
Public Funds:
9.8% Equity - Exchange:
12.8% Cash:
18.6% Corporate - Investment Grade:
13.0% Corporate - Non-Investment Grade:
8.7% Municipal Bonds:
11.3% U.S. Government/Agency:
25.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $701,324,952 | 9.8% |
| Equity - Exchange | $916,016,264 | 12.8% |
| Cash | $1,331,086,134 | 18.6% |
| Corporate - Investment Grade | $930,329,018 | 13.0% |
| Corporate - Non-Investment Grade | $622,604,804 | 8.7% |
| Municipal Bonds | $808,670,608 | 11.3% |
| U.S. Government/Agency | $1,846,345,283 | 25.8% |
| Total | $7,156,377,063 | 100.0% |
13F Holdings | Q2 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| BEACON ELEMENT | OPTIMA INSIGHT | 50HGUSX7R | DZSBX | 1.77% | $65,044,451 |
| FOUNDATION NORTH NORTH | RIDGE ZENITH | 4JYC1XH7Q | FTJYN | 1.68% | $82,898,154 |
| WAVE EAGLE | BRIDGE PRIME | SCGXHBHS6 | TSKM | 5.49% | $88,998,570 |
| ALPHA VECTOR RIDGE | HARBOR MERIDIAN | SHLF03F2S | JNP | 4.24% | $77,988,862 |
| RADIAL HORIZON VECTOR | BEACON INSIGHT | DI32DV16P | NSUR | 1.99% | $117,188,609 |
| MERIDIAN OPTIMA | VECTOR MATRIX | AR9HH9GPY | IDULJ | 7.87% | $109,173,442 |
| FOCUS NORTH HARBOR | BEACON ELEMENT | HOZF5VLIF | GWWMN | 10.79% | $55,925,975 |
| PEAK PEAK EMBER | VECTOR PEAK | I6Z0R7CQV | OCI | 1.81% | $16,017,127 |