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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-09-2012
- Office Locations
- 1
Office Locations
About Sonoma West Advisors
Sonoma West Advisors is a fee-only, fiduciary wealth manager serving entrepreneurs, executives, inheritors, and select families/endowments with comprehensive balance-sheet-focused planning and investment management. The team is particularly experienced with concentrated positions, company stock plans, unrealized gains, charitable planning, and tax strategies. Portfolios emphasize diversified, duration- and objective-driven construction with passive implementation where appropriate and client-specific customization. Custody includes Schwab.
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Platform
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Owner & Executives
NOEL EDWARD MURPHY
Chief Compliance Officer, Chief Executive Officer, PRINCIPAL
- CRD
- #2625059
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $222,168,528 | $1,346,476 |
| Non-Discretionary | $33,774,009 | $16,887,005 |
| Total | $255,942,537 | $1,532,590 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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