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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-24-2025
- Office Locations
- 1
Office Locations
About Sonoma Allocations
Sonoma Allocations LLC is a Sonoma County, CA RIA providing financial planning and investment management built on Modern Portfolio Theory and long-term diversification. The team supports individuals, families and select institutions with retirement and income planning, tax guidance coordinated with clients’ CPAs, risk/insurance and legacy planning alongside estate attorneys. Led by co-founders Ben Sedillo (AAMS, AIF) and Todd Gomes (CFP, AIF); works with Schwab and eMoney.
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CRM
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Owner & Executives
TODD ARTHUR GOMES
Chief Compliance Officer, Managing Partner
- CRD
- #5128533
- Ownership
- 50% but less than 75%
BEN FRANK SEDILLO
Managing Partner
- CRD
- #5404747
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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KEVIN CHARLES MORROW
Co- Founder
- CRD
- #1752418
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $350,000,000 | $388,027 |
| Non-Discretionary | $0 | -- |
| Total | $350,000,000 | $388,027 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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