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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-16-2020
- Office Locations
- 3
Office Locations
About Sonoma Private Wealth LLC
Sonoma Private Wealth LLC is a California-based RIA providing life, financial, wealth and generational planning, including “return on life” and health-focused planning. The firm offers investment solutions, with an emphasis on ESG-oriented portfolios for clients who want their investments to align with personal values and the causes and communities they support. Relationships are supported via major custodians including Schwab and Fidelity.
Team overview
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Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
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Owner & Executives
RICHARD CHARLES MORDESOVICH
CEO, Founder
- CRD
- #2342709
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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ROSS PAUL HERMAN
Chief Executive Officer, Founder
- CRD
- #5650505
SHANE THOMAS HILLER
--
- CRD
- #2750791
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $136,679,123 | $997,658 |
| Non-Discretionary | $21,780,252 | $1,210,014 |
| Total | $158,459,375 | $1,022,319 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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