CRD: 334099
Sonoma Mountain Financial LLC
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- Custodian
- Charles Schwab & Company · LPL Financial
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-21-2025
- Office Locations
- 1
Office Locations
About Sonoma Mountain Financial LLC
Sonoma Mountain Financial is a fee-only registered investment adviser led by CFP® professional Jenny Ramaswamy. The firm provides goal-based financial planning and ongoing wealth management, helping households navigate life transitions (career changes, inheritances, education funding) and coordinate investments with taxes and other assets. Portfolios are implemented primarily with ETFs, with custody through Charles Schwab.
Team overview
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Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JENNIFER KATHERINE RAMASWAMY
Chief Compliance Officer, PRINCIPAL
- CRD
- #7755614
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,731,922 | -- |
| Non-Discretionary | $0 | -- |
| Total | $11,731,922 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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